Selling Agents Department (Non-Bank) (Senior Associate)

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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.