Marketing Sales Executive

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.