To enhance and maintain relationships with current and prospective clients to advocate for IM products.
To assist in the preparation of daily sales notes and market updates, and to generate visit notes when beneficial to clients.
To continuously support team members in enhancing the quality of equity and IM products, as well as assisting in the preparation of product pitch-books or proposals for clients.
To assist in developing and executing Malaysian cross-selling strategies for the wholesale client segment, while engaging with product manufacturers to gather input on bundling or pitching products together.
To manage various internal and external distribution channels, ensure efficient and cost-effective monitoring of all distribution channels, while also developing additional channels to complement existing ones.
To perform any other tasks or duties as required from time to time and to contribute to the development of the organization as a member of the wholesale team.
Qualification criteria:
Bachelor’s Degree or Professional Qualification in Finance, Accountancy, Economics, Statistics and Business Administration.
Holder of CMRSL License will be an advantage.
Analytical, Effective Communicator, Established Sales Network, Self-Motivated, Problem-Solving Skills, Collaborative, Adaptable and Passionate about markets.