Selling Agents Department

Descriptions :

1. Prepare and deliver appropriate presentations on products/services
2. Gather and analyze product with mutual fund industry to improve services for Investment planner and Selling agents
3. Review and analyze clients’ risk profile and assist on client asset allocation portfolio
4. Implement marketing/sales campaigns to boost SCBAM’s AUM and revenues
5. Regularly visit the Investment planner, Selling agents and clients for tightening relationship
6. Update economic, fund insights and market trends to Agents, Investment planners and clients on a daily, weekly and monthly basis

Qualifications :

1. Bachelor’s degree or higher in finance/marketing
2. Experienced in mutual fund business or related field over 3-5 years
3. IC/IP licenses
4. Excellent in communication skill