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As part of the Marketing and Client Services team, the candidate will be the point of contact for clients and new business for the company.
Responsibilities include supporting the company’s business development activities through an in-depth understanding of the group’s investment offerings, and developing our distribution network by establishing and maintaining relationships with distribution partners.
Relationship management for the company’s clients and distribution partners; gather constructive feedback from clients on areas of concerns and subsequently work with the relevant departments of the company to address clients’ concerns. To escalate concerns to senior management where necessary.
Preparations of sales pitch materials and responding to Requests for Information, Requests for Proposal, and Due Diligence Questionnaires from prospective clients and distribution partners.
Understand the investment needs of existing and prospective/targeted clients and ensure the proposal of potential investment solutions are in accordance to these clients’ investment objectives.
Degree holder with at least 3 years of experience in a similar role.
Experience with a Product or a Distribution role at a Bank or a Private Bank is well-regarded.
Well-spoken and able to express self fluently in writing.
Able to identify business opportunities by identifying prospects and evaluating their position in the industry; by researching and analyzing sales options.
Able to work independently, under tight deadlines with minimum supervision as well as in a team environment.
Meticulous and efficient in collecting, analyzing, and summarizing information for reporting/presentations.