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.
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
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
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.