Vice President, Consultant Relations

  • Not Specified
  • San Francisco, CA, USA San Francisco CA US
  • Permanent, Full time
  • Matthews Asia
  • 12 Jun 18 2018-06-12

TITLE: Vice President, Consultant Relations 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

TITLE: Vice President, Consultant Relations

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.

 

ROLE AND RESPONSIBILITIES:

 

With a growing recognition of the importance of Asia’s role in globally diversified investment portfolios, we are seeking an individual to join the Client Services & Sales team who will concentrate on proactively expanding Matthews’ business relationships with global institutional consultants and manager research professionals.

 

The individual will work closely with our sales and client services professionals across channels who serve a broad segment of institutions and financial intermediaries. The individual will also work closely with Matthews’ marketing and investment teams and members of senior management towards expanding Matthews’ presence within this segment.

 

This position will be based in Matthews’ headquarters in San Francisco, and will require national and potentially international travel, as needed. In addition to face-to-face meetings at consultant offices, travel may include industry conferences and Matthews-hosted events. The ideal candidate should have a high degree of integrity and professionalism, and experience in working with institutionally oriented manager research professionals in a consultative sales role within an asset management organization. 

 

Successful candidates will have demonstrable:

 

  • 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
  • Existing relationships with manager research and field consultant professionals at institutional consulting firms in North America, Europe and Asia
  • Experience with broad global asset allocation topics and in representing global/international investment strategies
  • Long-term conviction for Asia, general understanding of Asian cultures, and intellectual curiosity about the region
  • High level of integrity, honesty, diligence and loyalty
  • Drive and ambition for professional success
  • Independent self-starter and entrepreneurial spirit
  • Collaborative, can-do attitude
  • Excellent (written and verbal) communication and presentation skills
  • Experience developing and implementing sales/marketing business plans

 

Qualifications required for this position are as follows:

 

  • Minimum 10 years financial services sales experience
  • Bachelors degree, Masters degree and/or CFA preferred
  • Series 7 and 63
  • Ability to grow and maintain working relationships with various levels of manager research professionals (directors of research, international equity analysts) and field consultants
  • Ability to persuade opinion on Asia’s role within global asset allocation, and position Matthews strategies in a concise and compelling manner
  • Administrating sales plans, prospecting profiles, call reports, and marketing initiatives on a timely basis
  • Excellent (written and verbal) communication and presentation skills
  • Excellent client and co-worker references
  • Must be a U.S citizen or authorized to work in the U.S on a permanent basis

 

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.