Executive, Client Services

  • Opus Asset Management Sdn Bhd
  • Northpoint Offices, Mid Valley City, No 1, Medan Syed Putra Utara, 59200 Kuala Lumpur, Malaysia
  • 07 Aug, 2020
Full time Banking Business Development Executive

Job Description

Client Servicing & Administration

  • Provide fast turnaround time in attending to client enquiries/feedback.
  • Assisting in various administrative functions (e.g. photocopying, binding of marketing materials, etc.).Presentations, Materials & Reports
  • Preparing and updating presentation materials according to client requirements.
  • Preparing routine and ad-hoc reports (e.g. management meeting reports, performance review reports, etc.)

Presentations, Materials & Reports

  • Preparing and updating presentation materials according to client requirements.
  • Preparing routine and ad-hoc reports (e.g. management meeting reports, performance review reports, etc.)

Application Processing, Agreements & Documentation

  • Ensuring that all relevant forms and supporting documents from clients are in order, to be processed efficiently and accurately.
  • Ensuring that all relevant agreements are signed and executed correctly.

Events

  • Organising regular investment talks or any other events as and when required.
  • Assisting the Sales Team in organising investment talks, presentations, sales training, etc.
  • Organising/attending business partner related events, ensuring smooth and successful completion of said events in order to meet marketing and sales objectives.

Due Diligence Questionnaires & Research

  • Assisting in completing client due diligence questionnaires.
  • Conducting research on funds in the market to the sales/marketing teams.
  • Assisting in providing updated market research and information on new financial product launches in the market and assist in the development of new products.
  • Assisting in preparation of the Term Sheet for new products to be launched.

Job Requirements

  • Candidate must possess at least a Bachelor’s Degree, or Professional Degree in Finance/Accountancy/Banking, Business Studies/Administration/Management, Commerce or equivalent.
  • At least 2-3 year(s) of working experience in fund management industry is required for this position.
  • Attention to detail is a must.
  • Strict compliance with all applicable deadlines is expected.
  • Must be able to multi-task and highly motivated with an ability to take ownership.

Skill Level

Executive

Salary Range

RM2000 - RM4000