Job Vacancy

Section Unit Head, Marketing

PBSN is looking for a Section Unit Head, Marketing (Gred E2) position.

This personnel would be responsible to:

•             Take up the Marketing Activities for PBSN products which includes Unit Trust/Private mandates. Preparing proposals, conduct presentation & soliciting  potential investors.

•             Working with the Distributor/IUTA (Institutional Unit Trust Adviser) such as attend to enquiries, training and introduces Campaigns.

•             Establishment of New Funds which includes:.

- Establishment of Product Key Features & Prospectus

- Preparing forms, Marketing/Promotional Materials

- Promotional activities

•             On boarding new investors.

•             Attend to investors enquires/complaint.

•             Perform KYC/Risk Profiling for new/existing investors.

•             Reporting to authorities/SRO (Self regulatory organization such as FIMM) and handling matters requested by the authorities such as the Securities Commission (SC) or SRO such as FIMM annual audit, surveys etc. 

•             Handling audit enquires/matters related to Marketing.

•             Maintain/update the department’s Manual/SOP.

•             Respond to daily queries by the investors via walk-in, telephone/email/letters.

Requirements:

-          Proficiency in English (oral and written) is required to assume the position due to interactions with counterparties , conduct meetings/presentations with potential institutional investors as well as preparing investment proposals.

-          FIMM (Federation of Investment Managers) CPD license or knowledge in unit trust is a bonus but not a pre requisite.