Oversee the organization, planning and coordination of sales & marketing activities such as new fund briefings, market update sessions and/or client seminars in order to support the Institutional Unit Trust Adviser (IUTA) distribution channels.
Undergraduate degree and/or equivalent qualifications and/or professional experience in a relevant field from a reputed institution. In many cases an honors degree or a three-year degree with postgraduate diploma level.
Single touch point to serve the high net-worth individuals to fulfill their financial & banking needs via financial planning & customized wealth solutions.
Financial Advisory: Conduct in-depth discovery sessions to accurately understand clients' risk tolerance, financial objectives, and time horizons to provide tailored recommendations.
Candidates should possess strong skills in Document Management and Records Management, including organizing, archiving, and retrieving documents efficiently.