Job Responsibilities:
• Provide mutual funds recommendations to all RMs & clients in the region.
• Provide effective communication of fund ideas via morning meetings, email recommendations, investment proposals, team meetings, and one to one meetings with clients.
• Review and monitor the performance of all fund recommendations
• Deliver prompt and accurate responses to RMs queries, as well provide a proactive follow up on recommendations
• work closely with other team members in the region to identify investment opportunities in order to meet business budget
• Meet internal procedures for new funds validation and promotion; and work with all parties of the Bank including Back Office to ensure smooth flow of business.
Requirements:
• At least 10 - 15 years working experience in private bank, fund management
- Strong analytical background and marketing skills to actively promote fund recommendations
• Capability to work under pressure, possess good presentation skills and be able to drive the fund sales in North Asia
• Bilingual proficiency in Mandarin and Cantonese for client engagement.
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