Index Sales, Wealth Coverage Anz

**Sales and Relationship Management**:
Build and maintain our client relationships, helping to find solutions to their complex needs.

**Index**:
Set the benchmarks for our industry

**How will you deepen the world’s understanding of global markets?**

By combining deep knowledge and a systematic and well-defined methodology, you could help develop and construct the indexes that provide data and timely insights in an ever-changing world.

**Your Team Responsibilities**:
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.

**Your Key Responsibilities**:

- 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

**Your skills and experience that will help you excel**:

- 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

**About MSCI**:
**What we offer you**
- Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
- Flexible working arrangements, advanced technology, and collaborative workspaces.
- A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
- A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
- Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
- We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose - to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

**To all recruitment agencies**

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.

**Note on recruitment scams**
- Quotes from Emilia Marton, Anja Ludzuweit, Dorottya Bruszt

Working in ESG makes you feel you are a part of something that makes a difference.

**Emilia Marton** **|** Sales and Relationship ManagementView ProfileZurich’s founder