Associate Relationship Manager; Registered Investment Advisors (RIAs)

  • Base plus bonus
  • San Francisco, CA, USA San Francisco CA US
  • Permanent, Full time
  • Matthews Asia
  • 16 Jun 18 2018-06-16

TITLE:   Associate Relationship Manager; Registered Investment Advisors (RIAs) LOCATION:                 San Francisco, California   THE COMPANY:   Matthews Asia is an inde­pendent, privately owned investment manager head­quartered in San Francisco with subsidiary offices in London, Singapore and Hong Kong. Founded in 1991, Matthews Asia

TITLE:

 

Associate Relationship Manager; Registered Investment Advisors (RIAs)

LOCATION:              

 

San Francisco, California

 

THE COMPANY:

 

Matthews Asia is an inde­pendent, privately owned investment manager head­quartered in San Francisco with subsidiary offices in London, Singapore and Hong Kong. Founded in 1991, Matthews Asia specializes in investing in Asia’s equity and fixed income markets for institu­tions, intermediaries and retail investors worldwide. For over 25 years our bottom-up, active investment approach has focused on identifying the most attractive long-term growth opportunities in Asia’s diverse markets. Our portfolios typically feature low turnover rates and high active share, with holdings that differ significantly from their benchmarks. Our long-term perspective and culture of independent thinking facilitate our delivery of a consistent and distinc­tive value proposition to our clients and partners

 

Additional information on Matthews International Capital Management, LLC and Matthews Asia can be found at www.matthewsasia.com.

 

REPORTING RELATIONSHIPS:

 

This position will be reporting to the Vice President of Relationship Management

 

ROLE AND RESPONSIBILITIES:

 

We are seeking an individual to join the US Intermediary Distribution team who will concentrate on retaining, growing and establishing new business relationships with RIAs (Registered Investment Advisors) nationally. As part of this team, the individual will work amongst various sales and client service professionals and also interface with product strategists, portfolio managers, and research and due diligence teams. This individual will be responsible for driving new business relationships, providing superior client service and retaining existing clients.

 

This position will be based out of Matthews’ headquarters in San Francisco, and may require limited national travel.

 

The ideal candidate should have a high degree of integrity and professionalism, and experience in working with RIAs in a consultative sales role within an asset management organization. 

 

Successful candidates will have demonstrable:

 

  • Ability to represent Matthews Asia aligned with the Firm’s culture
  • Achievements in a consultative sales/relationship management role
  • Proven ability to capture, increase and retain AUM
  • Capacity to build positive and effective internal and external relationships
  • Relationships with RIA organizations and their partners (Schwab, Fidelity, etc)
  • Sound understanding of equity and fixed income markets
  • Experience in global/international investment strategies
  • A demonstrated long-term conviction for Asia
  • An understanding of Asian cultures, and intellectual curiosity about the region;
  • High level of integrity, honesty, diligence and loyalty
  • An obvious drive/ambition for professional success
  • Excellent written and verbal communication skills
  • Experience developing and implementing strategic sales/marketing business plans

 

QUALIFICATIONS:

 

This position requires:

 

  • Minimum 5 years financial services sales experience
  • Bachelors degree, Masters degree and/or CFA preferred
  • Ability to grow, develop and maintain working relationships seasoned decision makers (CIO, Director of Research) at 250-500 RIAs
  • Ability to discuss the importance of Asian investing, and position Matthews strategies in a concise and compelling way
  • Administering sales plans, prospecting profiles, call reports, and marketing initiatives on a timely basis
  • Excellent (written and verbal) communication and presentation skills
  • Strong references
  • Series  7 and 63 Licenses

 

Matthews International Capital Management, LLC is an equal opportunity employer. The Company does not unlawfully discriminate on the basis of race, color, religion, religious creed (including religious dress and grooming practices), age, national origin, citizenship, ancestry, political activity or affiliation, marital status, sex, sexual orientation, gender, gender identity, gender expression, physical or mental disability, medical condition as defined under applicable law, genetic information, military or veteran status, pregnancy, childbirth and related medical conditions, taking or requesting statutorily protected leave, or any other characteristic protected by federal, state, or local laws or ordinances.