The Role
Description
- To follow and assist on client’s investment application.
- Applications received from BD Manager:
- Check if the application is completed with all doc requires
- Execute Client online - check
- Fill the Check list form
- Ask for approval from SW Manager
- Follow with Investment coordinators.
- Monitoring of ongoing applications
- Applications received from BD Manager:
- Contact with clients:
- Assist with applications
- Assist existing clients for any information on their investments
- Prepare and send communication for existing clients: Notices, new products, etc…
- Coordination of PR & marketing activities
- Monitoring of ongoing activities
- Coordinate Digital Platforms
- Assist the BD Manager in others administrative tasks
Candidate ideal requirements:
- Have at least 1 year’s working experience will be a definite advantage
- Have excellent written and oral presentation skills
- Pleasant personality with good interpersonal and communication skills
- Dynamic and motivated team player able to work under pressure
The Company reserves the right:
1. To convene only the best qualified candidates to participate in the selection exercise.
2. Not to make any appointment following this advertisement
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The Company
What We Do
SWAN provides the full range of non-banking financial solutions, from Insurance, Pension & Actuarial services, to Wealth Management & Securities Trading.








