About The Role

Overview of the Team / Role

Given the growth of the Greater China business, an opportunity has arisen to support the Greater China distribution team within Nuveen’s Institutional Sales team. As the team expands, this is an excellent opportunity to work in a collegiate environment to help drive sales and deliver a purposeful client experience. The distribution team works closely with institutional investors, their investment advisors, as well as financial institutions and platforms.

The role offers an opportunity to work with the largest institutional investors, across the broadest possible set of investment products. The successful candidate will also be able to build on their experience through training in product knowledge, process & systems, and relationship management skills.

Key responsibilities

Build and maintain strong relationships with existing and prospective clients to help broaden Nuveen's institutional client base across Greater China, including coordinating and leading periodic investment catch-ups with investors.
Prepare sales and consultant leads for external client meetings, collating relevant background on prior engagements and prospect/client information.
Coordinate and lead key client and prospect meetings and events, attending as required and driving ongoing engagement to strengthen existing relationships.
Manage client and consultant requests and communications, ensuring timely and consistent follow-through.
Identify opportunities and support pipeline generation across Nuveen's investment capabilities, including through conferences and networking events.
Coordinate the Request for Proposal (RFP) process, partnering with investment affiliates to ensure appropriate coverage across investment products and solutions.
Maintain and enhance client and internal data in systems, ensuring accuracy and consistency across platforms.
Support the preparation of business planning and strategy materials, including materials communicating the Greater China distribution plan internally.
Deliver standard reporting and data management across business channels.

Qualifications & Experience Required

Asset management background preferred with a good understanding of the Greater China market including key industry trends and developments.
Demonstrable track record within institutional sales support, as well as building strong working relationships
Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required
Proficient in English, Cantonese and Mandarin
Bachelor’s degree in Finance or Business or equivalent discipline

Competencies Required

Act in line with Nuveen’s Company Values
Excellent communicator (written and verbal) with strong interpersonal skills
Strong skills in MS Office product suite (Excel, Word, and PowerPoint) required
Professional and industrious attitude, possessing energy and confidence to complete projects with limited supervision
Ability to work independently and in a team-based environment
Ability to handle large volumes of work and prioritize appropriately, meet tight deadlines, and possess strong attention to detail
Utilize qualitative and quantitative tools to analyse, synthesize and interpret information, and communicate it clearly and succinctly
Coordinate various data and information into effective messaging that resonates with internal and external clients
Possess a partnership mind-set and engage with teams across the firm
Self-motivated, team player with strong work ethic
Ability to build relationships across global teams

This role requires No regulatory designation

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

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

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