Client Associate, Intermediary Sales (1-year contract)

Position Purpose

Financial institutions across Asia are outsourcing business to investment management companies that can demonstrate outperformance, creating an opportunity for T. Rowe Price to grow its presence in the intermediary market.

This position is an important component of the support network required in building out T. Rowe Price’s franchise in Southeast Asia. The individual will support T. Rowe Price’s sales, marketing, and revenue generation efforts in the Southeast Asia Intermediary team.

This role provides an opportunity to build industry experience and knowledge of the Intermediary market in Southeast Asia.

Reporting line: The position reports functionally to the Head of Intermediary, SEA.

Principal Responsibilities

• Accurately and efficiently prepare client reports and respond to client queries on portfolio performance, risk metrics, marketing material requests, and the planning of events/road shows.
• Support the Southeast Asia Intermediary team by providing market, product, and portfolio data.
• Liaise with Relationship Managers to develop long-term relationships with existing and prospective partners to drive sales.
• Effectively utilize tools such as Excel spreadsheets, macros, and query tools, along with public and private internet sites. Knowledge of Bloomberg and Morningstar is a plus.
• Analyze and explain portfolio data, including qualitative and quantitative performance attribution.
• Pay significant attention to detail to ensure work is delivered accurately and in a timely manner.
• Coordinate with marketing and other teams to gather/create materials for the sales team.
• Communicate effectively with clients and colleagues, demonstrating a “goes the extra mile” attitude in internal and external interactions.
• Frequently shifts priorities, demonstrating the ability to manage time effectively.
• Focus on specific goals and demonstrate personal accountability and urgency for achieving results.
• Foster teamwork by assisting others when needed/required.
• Demonstrate a strong commitment to T. Rowe Price’s culture and values.

Personal Attributes / Skills / Qualifications

• Outstanding communication skills—both written and verbal.
• Entrepreneurial and a self-starter, while able to operate in a team environment.
• Passion for and interest in investment management.
• Bachelor’s degree or the equivalent combination of education and relevant experience.
• 1–2 years of total relevant work experience.