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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.
