Description:
Sales for the Wealth Management client segment covering Index based in Sydney.
Reporting to the Head of Sell Side Index Coverage for Australia and New Zealand.
- Sales coverage representing MSCI in the Wealth client segments
- Achieve allocated quarterly and annual revenue targets
- Build a strong understanding of our MSCI products
- Develop clear sales plans and strong sales pipeline for each allocated industry segment
- Lead client engagement, needs assessment, and solution pitches
- High-level contact with clients/prospects and other major industry participants
- Address client inquiries regarding products and solutions
- Maintain accurate records regarding client account visits, client conversations, finalized contracts
- Work seamlessly with other MSCI teams across the APAC region and globe (Client Service, Research, Product Management, Legal, Operations) to solve client requests and needs
- Collaborate with other sales teams to achieve cross-segment opportunities and synergies
- Monitor and manage client satisfaction and retention
- Provide feedback from clients to Marketing, Sales, Research and Product Development groups
- Desire to work in and contribute to a team
- A team builder and player with emotional and professional maturity
- A commercially minded individual with drive and capacity to manage a dynamic, fast paced environment
- Good understanding of the financial services landscape including active and passive investment strategies
- Ability to communicate effectively across the organization globally with colleagues across different functions
- Proficiency in written and spoken English
- Strong sense of ownership and servicing mindset to ensure efficient and effective customer service processes
- Understanding of and in-depth experience dealing with major financial institutions, especially institutional investors, asset managers, banks in Australia
- Strong understanding of financial markets
- Minimum of 3 years sales experience and minimum of 5 years industry experience
- Demonstrated success in both individual achievement as well as teamwork