Skills:

Enthusiastic, CFP

Job type:

Full-time

• Manage and maintain relationships with corporate and institutional clients for Provident Fund (PVD) services.
• Recruit new corporate clients and grow existing accounts to achieve target AUM and fee income.
• Prepare and present proposals in accordance with clients' TOR to secure PVD mandates.
• Provide tailor-made Provident Fund solutions to meet clients' needs.
• Advise clients on fund setup, fund changes, and PVD communication/promotion to employees.
• Coordinate fund performance updates and reports as required.
• Ensure full compliance with applicable laws, regulations, and internal policies.
• Bachelor's degree or higher in Business Administration or related fields.
• Investment Planner License required; CFP license is an advantage.
• Experience in Asset Management business, especially private fund and/or provident fund marketing.
• Strong corporate or institutional client-facing experience.
• Excellent communication and interpersonal skills.
• Ability to work independently, multitask, and manage priorities effectively.
• 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.

Experience:

2 years required

Skills:

Marketing Strategy, Enthusiastic, English

Job type:

Full-time

• Develop creative contents/articles/news/vdo clips for regular media channels and public relation channel to effectively communicate the fund products, services, marketing activities or corporate activities to target market.
• Write and produce presentations and press releases.
• Deal with enquiries from the public, the press, and related organizations and organize activities with reporters regularly.
• Plan and organize seminars/events for both offline & online. (all segmentations; Private Fund, Provident Fund, Selling Agent and Corporate Event).
• Develop theme & concept for merchandise/premium and coordinate with related parties from end-to-end process.
• Occasionally coordinate with government agency (SEC) for related issues.
• Monitor and evaluate the effectiveness of content & media channels for improvement.
• Bachelor's degree in marketing & finance or related filed.
• At least 2 years of experience in Asset Management Company, Banking and Financial Business, having experience in PR & Advertising Agency will be advantage.
• Strong planning and managing internal & external resources.
• Excellent in writing skill.
• Excellent interpersonal communication skills.
• Good at English.
• 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.