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Mutual Fund Business Development
2 weeks ago
Job Description
Provided consultant to key clients on economic outlook and mutual fund product investment strategies.
Support PWD and FA to create deep relationships to key clients and to understand their investment need.
Provided consultant to FA on both mutual fund product and process.
Organize and Coordinate seminars for both corporate and individual clients.
Verify advertisement materials form MCD before they go live.
Monitoring and adjust model portfolio.
Provide money market & Funds review within the specified timeframe
Qualification
Bachelor's or master's degree in marketing, Finance, Business Economics or related fields
Possess IC Complex 1
At least 2 years of experience in banking or brokerage firm (Mutual funds product)
Highly knowledge about financial services and products
Highly developed relationship management skills
Fluent in written and spoken English
Strong presentation skills
Team player, with strong analytical and interpersonal skills