Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with US$1.1 trillion in assets under management (as of 30 September 2023) and with specialist knowledge across a wide array of asset classes with a focus on income, alternatives and ESG. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial goals. For more information about the firm please visit our website at www.nuveen.com
Overview of the Role
Our Greater China Institutional Sales team is seeking a VP to service our growing client base out of the Hong Kong office. The successful candidate would focus on developing and maintaining new and existing relationships with the firm’s insurance clients across the Greater China region, whilst contributing more broadly with larger global relationships.
The role would offer an opportunity to develop our Insurance focus in the region, promoting a wide suite of products. The firm will support the successful candidate development with training in product knowledge, process & systems, relationship management and other key skills.
Key responsibilities will include:
Manage key client relationships at a senior level with CIOs and portfolio managers to identify and diligently pursue new potential business, and retain existing business.
Drive new revenue and new mandate generation across products and client types.
Lead robust client and prospect meetings and engagement activity.
Initiate brand building and sales activity with Insurance companies not currently engaged in discussions with Nuveen.
Develop and execute strategy to uncover and develop mandates that will have the most commercial impact.
Work collaboratively with partners within Nuveen to drive new business opportunities and solve complex client issues and challenges.
Lead support staff on assigned client relationships to provide client service and implement sales strategy.
Mentor junior team members and contribute to the team’s overall development.
Technical Skills & Qualifications Required
Demonstrable track record within institutional sales with insurance clients.
Established network of key decision makers within Insurance companies in Mainland China (onshore & offshore), Taiwan and Hong Kong.
Track record of building strong working partnerships and effectively managing client expectations.
Solid product and investment knowledge in both public and private market strategies.
Self-motivated individual, with the ability to take ownership to ensure outcomes are achieved.
Excellent understanding of financial markets, investment vehicles and regulatory landscape in the Greater China region.
CFA/CAIA/CPA qualified preferable.
Undergraduate and/or postgraduate degree preferable.
Competencies Required
Excellent communications skills (both written and oral) in English and Mandarin
Act in line with Nuveen’s Company Values
Delivering results and expectations
Entrepreneurial and commerical thinking
Formulating strategies and concepts
Relating and networking
Persuading and influencing
Working with people
This role requires SFC Licensed Representative in Type 1 and Type 4 regulated activities.
Nuveen is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
Nuveen offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. Should you require any accommodation during the selection process please contact [email protected] should you require any assistance.
Related Skills
Business Development, Client Relationship Management, Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive Analysis, Nuveen Products/Services Acumen, Practice Management Strategy, Sales
Nuveen is the investment management arm of TIAA. It is one of the largest global asset managers with specialist knowledge across a wide array of asset classes, including fixed income, listed equities and alternatives. Nuveen is driven not only by the independent investment processes across the firm, but also the insights, risk management, analytics and other tools and resources a truly world-class platform provides. As a global asset manager, our mission is to work in partnership with our clients to create outcome-focused solutions to help them secure their financial future. For more information about the firm please visit our website at www.nuveen.com
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: [email protected]
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
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TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (https://www.tiaa.org/public/tiaa-nuveen-privacy) .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (https://www.tiaa.org/public/tiaa-nuveen-ca-privacy) .
For Applicants of Nuveen residing in Europe and APAC, please click here (https://www.tiaa.org/public/nuveen-eu-uk-privacy) .
For Applicants of Greenwood residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-privacy) .
For Applicants of Greenwood residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-greenwood-portuguese-privacy) .
For Applicants of Westchester residing in Brazil (English), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-privacy) .
For Applicants of Westchester residing in Brazil (Portuguese), click here (https://www.tiaa.org/public/support/privacy/applicants-westchester-portuguese-privacy) .
Nondiscrimination & Equal Opportunity Employment
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088_EEOC_KnowYourRights-1688394514088.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20210423160847/Fair-Chance-Hiring-law-poster.pdf)