Marketing Sales Executive

J.S.W; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

J.S.W is seeking a results-driven marketer to plan, execute, and monitor multi-channel campaigns to generate leads for investment products. You will develop compelling collateral and social content, organize client events, and manage digital outreach while building segmented client databases via CRM tools.

The role covers proactive selling, needs analysis, product pitching, and transaction processing, plus cross-selling and relationship management.

Responsibilities

• Plan, execute, and monitor multi-channel marketing campaigns to generate leads for investment products.
• Develop compelling collateral and social content, and organize client events.
• Manage digital outreach across social platforms and build segmented client databases via CRM tools.
• Drive proactive selling, conduct needs analysis, and present investment solutions to prospects.
• Process client transactions and pursue cross-selling opportunities while maintaining relationships.
• Support reporting and compliance by tracking sales, ensuring regulatory guidelines, and completing KYC/suitability checks.

Job description

A. Marketing & Lead Generation

• Campaign Execution:Plan, execute, and monitor multi-channel marketing campaigns (digital, social media, email, and print) to generate awareness and drive qualified leads for investment products such as equities, mutual funds, structured products, and alternatives.

• Content Creation:Develop compelling sales collaterals, pitch decks, brochures, and social media content that clearly articulate product value propositions, market insights, and investment themes.

• Event Management:Organize and host client acquisition events, seminars, webinars, and roadshows to engage prospects, educate them on investment opportunities, and capture leads.

• Digital Outreach:Manage the firm's social media presence (LinkedIn, Facebook, WeChat, etc.) by posting market updates, thought leadership articles, and product promotions to build a strong personal and corporate brand.

• Database Management:Build and segment client/prospect databases for targeted marketing campaigns using CRM tools; track lead sources and measure campaign ROI.

• Partnerships:Collaborate with external partners (e.g., fund managers, insurance companies, property agents) for co-marketing initiatives to expand reach.

B. Sales & Client Conversion

• Proactive Selling:Actively follow up on marketing-generated leads via calls, meetings, and virtual presentations to convert prospects into paying clients.

• Client Needs Analysis:Conduct fact-finding sessions to understand prospects' financial goals, risk appetite, and investment preferences.

• Product Pitching:Present and recommend suitable investment solutions (mutual funds, bonds, ETFs, structured notes, etc.) with clear explanations of features, risks, fees, and performance potential.

• Transaction Execution:Process client subscriptions, redemptions, and switches accurately and in a timely manner.

• Cross-Selling:Identify opportunities to cross-sell complementary products (e.g., insurance-linked investments, wealth protection) to maximize client lifetime value.

• Relationship Management:Maintain ongoing communication with new clients to ensure satisfaction, encourage referrals, and position yourself as their go-to investment contact.

C. Reporting & Compliance

• Sales Tracking:Maintain a robust sales pipeline and provide regular reports on lead generation, conversion rates, sales volume, and revenue achieved.

• Compliance:Ensure all marketing materials and sales activities strictly adhere to regulatory guidelines (e.g., MAS, SEC, or local financial authority rules on advertising and suitability).

• Client Documentation:Complete all required KYC (Know-Your-Client), risk profiling, and suitability assessments before executing any transaction.