About The Company
This premier Malaysian asset management firm specializes in managing unit trust products and direct mandate portfolios for clients. The organization focuses on driving financial growth through expanded agency distribution networks and strategic business development initiatives.
About The Job
- Drive sales growth and brand visibility by expanding institutional and retail client bases across investment products.
- Develop and execute marketing plans, client pitches, product briefings, and target-driven sales campaigns.
- Support and manage the agency network through training, engagement, and tracking FIMM licensing renewals.
- Assisting in operational support, including client onboarding, compliance due diligence, and performance reporting for management.
- Coordinate cross-functionally with internal teams including Investment, Operations, Compliance, and Legal to ensure seamless operations and SLA compliance
Skills And Requirements
- Solid understanding of investment products (Unit Trust and Direct Mandate) and familiarity with SC, FIMM, and BNM regulations.
- Excellent communication, presentation, and relationship management abilities, preferably with agent network experience.
- Proficiency in Microsoft Office, strong reporting skills, and preferably holding a CMSRL or Unit Trust Consultant License.
