Job description

Job Description

• Actively participate and assist the intermediary sales team to develop the organisation’s distribution strategy
• Execute the intermediary distribution strategy in Singapore as part of group strategy
• Drive sales, AUM and revenue growth for organisation’s distribution business
• Able to work independently to expand distribution network, deepen relationships and drive new sales flows
• Work closely with Client Service team to deliver service excellence to clients and partners and to assist with customer due diligence to ensure fulfilment of regulatory obligations and relevant company policies
• Work with Product Team to strategise on developing products suited for respective client segment(s)
• Participate in external conferences and key client events.
• Demonstrate strong investment knowledge and be the trusted advisor for clients
• Share best practices within the team
• Equip with knowledge on sales process and KYC / KYD / CDD procedures

Job Requirements

• Degree qualification
• Minimum 5 years of relevant experience.
• The role requires strong motivation to drive sales growth, work independently while collaborating with team members
• The role requires an understanding of the organisation structure and will be working closely with colleagues across the group.
• The role must also establish close working relationships with key stakeholders in locally, regionally, and globally.
• Require strong investment knowledge with deep understanding of financial markets to drive sales.
• Manage time and priorities effectively to achieve business growth.

Additional Requirements

CMFAS M3 - Rules and Regulations for Fund Management - Singapore, CMFAS M5 - Rules & Regulations for Financial Advisory Services - Singapore, CMFAS M6A - Securities and Futures Product Knowledge - Singapore, CMFAS M6 - Securities Products and Analysis - Singapore, CMFAS M8A - Collective Investment Schemes II - Singapore, CMFAS M8 - Collective Investment Schemes - Singapore, CMFAS M9A - Life Insurance and Investment-Linked Policies II - Singapore, CMFAS M9 - Life Insurance & Investment-Linked Policies - Singapore, University-Bachelor