Senior Analyst/Analyst, Wholesales, Client Solutions

• Interact with current and/or potential clients to promote IM products.
• Nurture relationships and networking with existing and potential institutional clients.
• Develop sales and product ideas that are highly beneficial to clients.
• Communicate with research or other product developers in order to provide clients with investment ideas, reports, event planning, etc.
• Communicate with other Heads within the team to ensure seamless communication of information pertaining to markets, ideas or clients.
• To assist in preparation of daily sales notes and market updates.
• Generation of visit notes when is deemed beneficial to clients .
• To continuously help the team to members to improve quality of equity and IMproducts to clients
• To assist and prepare product pitch-book or proposals to clients.
• To assist in crafting and execution of Malaysia cross-selling strategies for wholesale client segment.
• To engage product manufacture to provide input on how products can be bundled or pitched together.
• Liaise with product manufacturer heads/teams to implement a system for their SMEs to support client Solutions sales personal during multi-product pitches.
• Ensure that all distribution channels are monitored to maintain efficiency and cost effectiveness.

Requirements

• Must have a Bachelor Degree or Professional Qualification in relevant fields ie Finance/Accounting/ Economics/Statistics/Marketing with a minimum of 2 years of working experience in similar/related industries.
• Possess excellent written, communication and social skills to build good relationship with clients.
• Capability to work with various people from all departments.
• Good commitment in work and able to show good team spirit.
• Self initiative and capable in caring tasks with minimum supervision.