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Associate, Sales
4 months ago
Has about 2 to 4 years of related experience gained in PE or asset management firms.
Has some experience preparing investor communication materials/meetings/investor reports, conducting research on investors, identifying investors' prospects and ensuring compliance with KYC requirements will be required:
-
Added CFA qualification is a plus (but not a must):
Exceptional interpersonal and communication skills (written and verbal)
Associate, Sales & Distribution
Responsibilities
- Lend support to the team in preparation of all external investor communication materials, meetings, and investor reports.
- Identify investor prospects and establish contact with them. Update and maintain a contact management system (e.g., CRM) with conversation notes to allow followup actions.
- Ensure compliance with regulatory requirements e.g., KYC, AML, and prepare RFP submission.
- Provide prompt and effective support to clients' inquiries on fund updates, commentaries, performance, etc.
- Collaborate across teams to oversee the response to investor requests and feedbacks, where applicable.
- Any other duties or projects as assigned by the Head of the team.
Strong academic background
- Bachelor's degree from a reputable institution.
Has about 2 to 4 years of related experience gained in PE or asset management firms.
Has some experience preparing investor communication materials/meetings/investor reports, conducting research on investors, identifying investor prospects and ensuring compliance with KYC requirements will be required:
-
Added CFA qualification is a plus (but not a must):
Exceptional interpersonal and communication skills (written and verbal)
- Collaborative and able to thrive in a fastpaced, global working environment.
Consultative, with a client-friendly disposition and strong presentation skills
- Initiativetaker with digital literacy
- Ability to work independently or collaboratively with colleagues to manage a wide range of questions, including ad hoc projects
- Able to multitask, be organised and have a good eye for detail
Posted by:
CAP Consulting (EA license: 14C7175)
Caroline Poh (EA Registration:
R
Date ad is posted - 8 February 2023
Job Types:
Full-time, Permanent
Schedule:
- Monday to Friday