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Job Description
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.
