Job Description

JOB PURPOSE/OBJECTIVEManage both existing sales pipeline and develop new business opportunitiesTake a lead role in the development of proposals and presentations for new business materials to create and nurture business opportunities and partnershipsIdentify trends and customer needs, building a short/medium/long-term sales pipeline in accordance with targetsAssist in the coordination and implementation of marketing strategies, and delegate tasks that achieve strategic goalsKEY RESPONSIBILITIESFinancialTo promote and market Eq8 products to the distribution channels with the objective of increasing assets under management, revenue and ultimately increasing the company’s market share in the industry.To carry out sales presentations to acquire new customer bases either directly or via distributorsTo establish and cultivate new product distribution partnershipTo facilitate the distributors in joint field work with potential clients to promote our investment management servicesLearning & GrowthE-Test score obtainedNumber of training days attended or conducted (regulatory and core competencies area as per HR records)Conduct knowledge / training for others within DivisionTo attend and to register for both internal and external trainingCustomerTo communicate any feedback that derived from customers to Head Office for the improvement of customer satisfactionInternal Business ProcessTo assess and to gather feedback via tracking reports from relevant parties To conduct market intelligent or research / studies on market trend and development for improvement of product ideas and innovation.JOB REQUIREMENTSDegree in finance/ accounting/ economics/ business administration, CFP or equivalent qualificationsAt least 4-5 years' experience in marketing investment products and solutionsSound knowledge of investment products

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