Fund Research Product Specialist
2 days ago
**Responsibilities**
- Recommend a range of wealth management products (Unit Trusts) to fulfill Clients’ needs
- Service Clients acquired by the company’s lead generation capabilities
- Know your Clients' needs and keep abreast of investment market trends
- Deliver effective and efficient support to Clients
- Maintain and build relationship with sales and investors on marketing, developing of fund investment strategy and execution
- Develop educational and marketing materials/reports and publications of managed products
- Conduct continuing education for sales and clients on Unit Trusts including investment basics and allocation strategies
- Develop and maintain relationships with funds companies
- Co-ordinate roadshows an marketing activities in fund launches
- Assist sales to provide portfolio review and after-sales services to clients/client advisors
- Any other ad-hoc duties/projects that may be assigned by the Head of Department
**Requirements**:
- Degree in Banking and Finance or equivalent
- Good analytical and problem-solving skill
- Ability to assess and interpret economic data
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