Descrição
Keen on learning new investment products and have passion to follow global macroeconomics and financial news.
Able to conduct due diligence on new products and ensure necessary approvals are obtained prior to launch.
Manage end-to-end marketing campaigns to encourage sales of both new and existing funds.
Coordinating with related functions to provide new funds product training.
Analyzing the bank s customers portfolio in order to increase mutual fund penetration in all dimensions.
Monitoring existing funds performance relative to its peers to ensure an increase in sales volume and managing products re-launches if needed.
Continuously performing market intelligence activities to understand an overall market position compared to competitor.
Maintaining relationship with local and foreign partners to ensure smooth operation.
Ensure related documents and processes are up-to-date and in compliant with both internal and external regulation.
Estimating monthly revenue and reconciling fees received from partners.
Manage/Coordinate on new project initiatives relating e.g. process improvement, customer experience enhancement tools, etc.
Communicating funds related announcements to all channels and be the contact point in handling daily enquiries/issues.
Key Result Areas (KRA): - Deliver MF revenue to meet the annual budget - Able to get necessary new fund approvals from head quarter - Maintain good relationship with partners..
Experience and Background Requirements:
Basic knowledge of mutual funds and the global investment market is crucial for the role.
He/she should be analytical and logical in nature, and can multitask on tasks assigned.
Comfortable with Microsoft office - Excel and PowerPoint in particular.
Being able to use Morningstar and Bloomberg is a plus.
Be a part of UOB Family.
Job skills required: Coordinate