Distribution - Private Fund, Institution & HNW Manager

KEY RESPONSIBILITIES OF THE ROLE:

• Drive Fund Growth: Increase fund size to meet organizational targets.
• Product & Service Presentation: Prepare and present Private Fund, Institution & HNW and services to Fund Committees and members.
• Client Relationship Management: Maintain strong relationships with clients and ensure high satisfaction.
• Marketing & Communication: Update provident fund materials and execute marketing processes effectively.
• Client Advisory: Respond to inquiries and provide accurate information on Private Fund, Institution & HNW and related services.
• Regulatory Coordination: Work with Client Service team to submit required data to the SEC (e.g., fund setup, amendments).
• System Development Support: Provide input for designing and improving client service systems to enhance customer experience.
• Digital Platform Enhancement: Lead re-design initiatives for FundLink M Choice Online and Life Path Scheme.
• Event Management: Organize meetings, seminars, training sessions, and annual gatherings for Fund Committees and members.
• Cross-Functional Collaboration: Coordinate with Investment, Registrar, Client Service, Branding, IT, and other teams to support client needs.
• Corporate Engagement: Participate in company events such as Mutual Fund, Provident Fund, and LTF/RMF booths.
• Reporting & Budgeting: Prepare special monthly client reports, update monthly budgets, and calculate referral fees for agents.-Provide all important marketing data to Division Head
• Others as assigned by team head and senior leaders.

QUALIFICATIONS and EXPERIENCE:

• Bachelor's degree in related fields
• 3-5 years in provident funds or asset management industry.

TECHNICAL/ FUNCTIONAL SKILLS:

• Expertise in institutional investment industry.
• Single license required
• Portfolio management; Regulatory compliance; Strategic business development

BEHAVIOURAL COMPETENCIES AND SKILLS:

• Strategic Leadership
• Analytical Thinking
• Negotiation
• Relationship Management