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Sales and Marketing - Portfolio Management

Treasure World Consultant Limited

  • Company Industries:Others

Job Information

  • Post Date:2017-01-19
  • Location:Not Specified
  • Salary:Base salary + high commission
  • Employment Type:Full Time
  • Job Function:Investment  Private Banking  Others  

Job Description

Company with excellent career progression provided. Our client offers an attractive salary package with highly-recognizing commission.

 

  • Handle ad-hoc projects as and when required.
  • Manage Portfolio Finance Products portfolio to grow AUM and interest income to deliver financial commitment
  • Broaden product penetration through process streamlining and building product awareness
  • Closely monitor financial drivers and key risk indicators to ensure a sustainable growth of the product
  • Collaborate with Segment Marketing, Channels and other Business units to drive product take up and active ratio
  • Manage daily product and sales operation including transnational approvals, annual renewal, etc.
  • Work with Compliance/Risk and Controls to ensure we achieve satisfactory standard for all client
  • You responsibilities will also include playing a key role in making presentations to the investors and advisers. You are also expected to help with the research efforts of the group.

Work closely with our investment team and sales team to develop our business in China. Partner with the client facing team to meet clients, investors, gate-keepers and research analysts. With a primary responsibility for articulating our investment method, portfolio positioning, strategies, outlook as well as market insight of our portfolio. Participate in Final presentations and due diligence meetings as needed to win new assignments. Support and retain existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers. Play a prominent role in creating and reviewing marketing and meeting materials, writing investment commentaries and providing insight for client reports. Collaborate with the firm’s various teams to ensure the quality of materials. Conduct macro-modeling and time series analysis.

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