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Skills:

Finance

Job type:

Full-time

• Prepare and deliver appropriate presentations on products/services.
• Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents.
• Review and analyze clients risk profile and assist on client asset allocation portfolio.
• Implement marketing/sales campaigns to boost SCBAM s AUM and revenues.
• Regularly visit the Investment planner, Selling agents and clients for tightening relationship.
• Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis.
• Qualification Bachelor s degree or higher in finance/marketing.
• Experienced in mutual fund business or related field over 3-5 years.
• IC/IP licenses.
• Excellent in communication skill.
• We're committed to bringing passion and customer focus to the business. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.