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Client Insights and Engagement Officer

2 weeks ago

กรงเทพมหานคร, Thailand abrdn Full time

Job Description
- Client Engagement: to retain existing and expand new clients by putting client first
- Clients retention strategy: determine strategies to build relationships with clients such as lifestyle event for LTF clients and small engagement event on focus fund
- Cross-selling strategy: data analysis and mapping product recommendation in order to up-selling
- Engage and involve with distributors to expand opportunity such as product training, supporting material, live on social media with distributor
- Developing effective communication strategy to build brand trusted and thought leadership
- Create communication series: presentation, one page and special article and infographics
- Help contribute market Insight and investment outlook material: monthly product update on focus fund, quarterly Thai equity market house view from Thai Equity Team and quarterly Asset Allocation from Head of fixed income and asset allocation
- Competitive Insights to better understand the market and competitors and help accelerate Wholesale penetration
- Generate and summarize product comparison report /peer group/competitor comparison
- Estimated net fund flow to better identify the competitive position
- Tracking competitor IPO launched activity
- Engage with PVD Clients to providing basics of financial literacy
- Semi-annually performance update and Q&A newsletter for Ek-Chai
- Ad hoc communication
- Contribute content and sale materials to accelerate Wholesale penetration Direct sale and Freelance: fund launch and focus fund training, key selling points

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment. We define diversity in its broadest sense - this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance. We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.