Executive, Client Services

Client Servicing & Administration

Provide fast turnaround time in attending to client enquiries/feedback.
Assisting in various administrative functions (e.g. photocopying, binding of marketing materials, etc.).Presentations, Materials & Reports
Preparing and updating presentation materials according to client requirements.
Preparing routine and ad-hoc reports (e.g. management meeting reports, performance review reports, etc.)

Presentations, Materials & Reports
Preparing and updating presentation materials according to client requirements.

Preparing routine and ad-hoc reports (e.g. management meeting reports, performance review reports, etc.)

Application Processing, Agreements & Documentation
Ensuring that all relevant forms and supporting documents from clients are in order, to be processed efficiently and accurately.
Ensuring that all relevant agreements are signed and executed correctly.

Events
Organising regular investment talks or any other events as and when required.
Assisting the Sales Team in organising investment talks, presentations, sales training, etc.
Organising/attending business partner related events, ensuring smooth and successful completion of said events in order to meet marketing and sales objectives.

Due Diligence Questionnaires & Research
Assisting in completing client due diligence questionnaires.
Conducting research on funds in the market to the sales/marketing teams.
Assisting in providing updated market research and information on new financial product launches in the market and assist in the development of new products.
Assisting in preparation of the Term Sheet for new products to be launched.

JOB REQUIREMENTS

Candidate must possess at least a Bachelor’s Degree, or Professional Degree in Finance/Accountancy/Banking, Business Studies/Administration/Management, Commerce or equivalent.
At least 2-3 year(s) of working experience in fund management industry is required for this position.
Attention to detail is a must.
Strict compliance with all applicable deadlines is expected.
Must be able to multi-task and highly motivated with an ability to take ownership.

SKILL LEVEL

Executive
SALARY RANGE

RM2000 - RM4000