Associate/ Senior Associate, Retail Sales, Asset Management
Core
Support the distribution of investment products to retail clients, high-net-worth customers, and financial advisors.
Role type
Junior retail sales associate (asset management)
Builds
Investment funds and products for retail and high-net-worth clients
Domain
Asset management / Wealth business
Deliverable
product features
Required skills
Sales, client servicing, marketing, relationship building, CRM management, market trend analysis, client onboarding, compliance coordination, reporting
Preferred skills
Investment product knowledge, financial markets expertise, Microsoft Excel, PowerPoint, Mandarin, English
Technologies
CRM systems, Microsoft Excel, Microsoft PowerPoint
Responsibilities
Promote and distribute investment funds, build relationships with financial advisors, prepare marketing materials, conduct client communications, coordinate sales events, track client data in CRM, monitor market trends, assist with client onboarding and compliance, support administrative tasks
Seniority
Junior, entry-level