Independently manage the assigned distributor/ client
Organize and facilitate investor and distributor meeting
Organize and conduct training session for the distributor
Procure new and maintain direct relationship with assign customer/network clientele
Productively work with the operation/customer service to ensure efficiency is maintained.
More in advisory, not a field sales.
Role Proficiencies:
Professional qualification or post-graduate degree or diploma (minimum two years in duration) in finance, law, accountancy, business management, commerce, economics, capital market, banking, insurance or actuarial science from a university or an institution.
An experience of at least five years in related activities in the securities market or financial products or financial services including in a portfolio manager, broker dealer, investment adviser, research analyst, distributor, wealth management firm or fund management.
An entrepreneur nature who would be responsible for planning, directing, and coming up with new ideas.