Fund Distribution Executive
Mô tả công việc
Key Responsibilities:
• Prepare and implement sales plans to achieve the company’s sales targets.
• Build and maintain strong relationships with bank parners, relationship managers, and relevant stakeholders.
• Provide product training and market updates to bank relationship managers to ensure deep understanding of investment products.
• Support joint client meetings to deliver tailored investment advice and solutions.
• Drive sales performance and product penetration across assigned bank branches.
• Coordinate marketing campaigns and promotional activities tailored to the bank channel.
• Monitor and analyze channel performance, providing insights and recommendations.
• Work with internal teams (product, marketing, compliance) to support channel initiatives.
• Collect feedback from bank partners to improve product offerings and advisory tools.
• Gather market feedback and competitor intelligence to provide insights on product development and positioning.
• Other tasks assigned by line manager.
Yêu cầu công việc
Education & Experience:
• Bachelor’s degree in Finance, Business, Economics, or related fields.
• 3-5 years of experience in distribution of open-ended fund and other investment products through bank channels.
• Experiences on investment, securities, priority banking, and wealth management.
• Having certificates ralated to securities such as certificate of the basic of securities and the securities market, certificate of the law on securities and the securities market, certificate of securities analysis and investment, certificate of securities brokerage and securities investment advisory.
Skills & Competencies:
• Strong relationship-building and stakeholder management skills.
• Excellent presentation and communication abilities.
• Good understanding of investment products and investment advisory.
• Sales-driven with a collaborative mindset.
Other Requirements:
• High level of professionalism and integrity.
• Willingness to travel to bank branches and attend joint client meetings.
Phân tích mức độ cạnh tranh
VietnamWorks AI
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Giá
29.000đ / lượt
Các phúc lợi dành cho bạn
Thưởng
Chăm sóc sức khoẻ
Đào tạo
Thông tin việc làm
16/10/2025
Nhân viên
Ngân Hàng & Dịch Vụ Tài Chính > Quản Lý Quỹ
Fund Management, Asset Management, Corporate Law, Financial Services, Finance
Tài Chính
Tiếng Anh
3
Không giới hạn
Địa điểm làm việc
The Central Plaza, 17 Le Duan, Sai Gon Ward, Ho Chi Minh City, Vietnam.
7th Floor, The Central Plaza, 17 Le Duan, District 1, Ho Chi Minh City, Vietnam.
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