Your role :
We are looking for a Product Specialist to support product sales and marketing and AUM growth. Your primarily responsibility is to deliver superior client servicing experience via marketing event, one-on-one client engagement and inputs to contents made available through our digital channels. You will be associated with key business objectives such as client servicing, invested clients, sales conversion, AUM growth.
Key responsibilities:
？ Drive sales and marketing of mutual products online and offline
？ Handle product and market related queries from existing and prospective clients (both remote and face-to-face channels)
？ Be responsible to speaking at and hosting marketing events to drive business growth, mainly focusing client conversion and fund investment
？ Provide market update and product training to client servicing and marketing teams
？ Collaborate with internal stakeholders to create/refine sales pitch and marketing materials, offering, product / investment contents and services to improve client experience and conversion
Your team :
You’ll be working in the UBSQ marketing team in Shenzhen Qianhai. We provide the international WM platform and the more experience on Wealth Management. As a product specialist, you’ll play an important role in client communication.
Your expertise :
？ 5-8 years of proven work experience in financial services businesses, in particular in the area of investment advisory and wealth management
？ Sound knowledge on mutual funds (including QDII and MRF), in particular private fund; knowledge of insurance products are plus
？ Good presentation and interpersonal skills with sales experience from financial institutions providing professional advisory advice to clients
？ Willing to travel per marketing event needs