JOB SUMMARY

Responsible for acquiring, managing, and growing relationships with corporate clients, institutional investors, and business partners. This role involves business development, client servicing, portfolio management support, and ensuring compliance with regulatory requirements. The officer will play a key role in driving institutional investments, fostering partnerships, and expanding the company’s assets under management (AUM).

JOB RESPONSIBILITIES

Sales

• In charge of acquisition of new accounts.
• Conducts regular client calls for both selling and client servicing.
• Manages, maintains, and post-sales service of existing accounts.
• Develops modules and presentations for selling and presentation activities.
• Engages with key stakeholders in corporate accounts.
• Conducts regular fieldwork for market saturation.
• Assists or initiates other activities that could contribute or l...