Client Service Executive, Distribution Services

Who we're looking for

A dynamic person with positive attitude, who can perform under pressure and who has an inquisitive mind to want to find out the rationale rather than just accepting things as they are

What you'll do

• Sales support role - providing a regular summary of specific funds including market updates and performance for distributors, extraction of information on products and to update presentation materials to support the USPs
• Monitor Morningstar and Bloomberg terminals for funds comparison and market analysis.
• Coordination of training schedules and other logistics matters relating to fund training for distributors and seminars (training, fund launches etc.)
• Acquire knowledge of the regulatory landscape plus internal risk and policy processes.
• Prepare market and business reports for management updates.
• Co-ordinate monthly ILP reporting for insurance clients
• Ensure compliance to internal governance and risk controls processes
• Conduct KYC/AML, on-going due diligence and other on-boarding documentation
• Maintain database of client reporting needs and ensure robust process in place to fulfil
• Interface with external and internal stakeholders on legal contracts, agreements and offering documents

The knowledge, experience and qualifications you need

• Recognised banking or finance university degree with 1-2 years of prior experience in asset management/funds related work preferred. Candidates with no prior experience may also be considered.
• Good knowledge of mutual funds
• Ability to manage projects
• Proficient in MS Office, especially Word, Powerpoint and Excel

The knowledge, experience and qualifications that will help

• Meticulous, proactive and able to think creatively
• Good verbal and writing skills
• Strong interpersonal skills to effectively interact with colleagues and external parties of all levels
• Good negotiation skills

Salary expectations of candidates will be considered when assessing suitable candidates. Due to the high volume of applicants, only shortlisted candidates will be contacted.