Senior Associate – Marketing

TA Investment Management Berhad; Kuala Lumpur; On-site; MYR 48,000 - 60,000; Full time

Job summary

A leading company in the financial services sector seeks a marketing professional to develop presentations and ensure compliance in fund documentation. The ideal candidate will have strong analytical and organizational skills, along with a Bachelor's degree in a relevant field. Join a collaborative environment and contribute to marketing initiatives while ensuring regulatory adherence.

Qualifications

• Minimum 3 years of relevant experience in marketing, preferably in financial services.

Responsibilities

• Develop and prepare presentations, proposals, and training materials.
• Compile data for Fund Fact Sheets ensuring accuracy and compliance.
• Update daily and monthly fund pricing information timely.

Skills

Analytical Skills

Organizational Skills

Communication Skills

Education

Bachelor’s degree in Marketing

Bachelor’s degree in Finance

Bachelor’s degree in Business Administration

Tools

Microsoft Office

Job description

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Develop and prepare relevant presentations, proposals, and training materials. Ensure accuracy and compliance before distribution.

Compile and produce data for the Fund Fact Sheets (FFS) timely to relevant bodies, including fund performance, pricing, and charts. Input data into the FFS template with consistency and accuracy, and collaborate with the Compliance Department to finalize the FFS, ensuring all regulatory requirements are met. Ensure timely upload of FFS to the EPF portal and TAIM Website.

Update the daily and monthly fund pricing information timely, ensuring accuracy and adherence to deadlines.

Update the marketing section of Product Highlight Sheets (PHS) to reflect current offerings and upload to relevant platforms for compliance purposes.

Draft and send professional letters such as fund termination notices, unit splits, and other notifications to unit holders.

Upload monthly income distribution and unit split notices to the company’s website.

Maintain a cohesive environment for inter-department collaboration—IUTA, Agency, Corporate & Institutional, and Customer Service.

Carry out other ad-hoc tasks as assigned by management.

Requirements:

A Bachelor’s degree in Marketing, Finance, Business Administration, or a related field.

Minimum 3 years of relevant experience in marketing, preferably in the financial services sector.

Strong analytical, organizational, and communication skills.

Proficient in Microsoft Office (Word, Excel, PowerPoint) and marketing tools.

Able to work independently and as part of a team.

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