Customer Service & Investor Relations (IR) Officer
Dai-ichi Life Việt Nam
Hồ Chí Minh
3 ngày trước
source : Tuổi Trẻ

Mô tả Công việc

JOB PURPOSE

  • To take care of DFVN’s Open-ended Fund sales administration and provide professional after-sales services to investors.
  • PRINCIPAL ACCOUNTABILITIES

    Investor Relations (IR) / Customer Services

  • Respond to investor inquiries within a reasonable timeframe;
  • Prepare monthly, quarterly and annual fund and investor updates;
  • Manage investor retention and service programs;
  • Coordinate and organize road shows, seminars, exhibitions, training and other investor events;
  • Coordinate, support and do IR-related works including website development & administration, posting new announcements, handling hotline, investor care and communication, quarterly Board of Representative meetings, and Annual General Investor Meeting;
  • Prepare other content as required to service investors;
  • Follow-up and complete other assignments as assigned by the CEO and / or Department Head from time to time.
  • Transfer Agency Services and sales management

  • Validate and inputs the investors’ orders into the given templates and send to the TA service provider in compliance with the Operating memorandum
  • Provide the updated forms / templates to sales team of DFVN and distributors
  • Provide investor holding statement and transaction note to IR team for sending to investors upon transaction completion or monthly basis
  • Manage & generate reports on OEF sales and sales compensation schemes by the distribution partner & channels
  • Provide professional service and support to sales team and distribution partners
  • Yêu Cầu Công Việc

    Education / Training : Bachelor’s Degree in marketing / banking / finance

    Professional / Trade qualification : Holder of Securities Brokerage License preferable, but not required.

    Experience & Competencies :

  • Minimum 3 years working in financial services industry, preferably in Client Service and / or Investor Relations.
  • Strong analytical and technical skills
  • Attention to detail
  • Strong interpersonal and communication skills; capable of preparing and realizing presentation sessions;
  • Competent at persuading, negotiating and providing effective presentation ideas.
  • Native Vietnamese. Good command of spoken and written English.
  • High personal integrity honest, straightforward, able to do what is best for the company.
  • Thông tin khác

  • Bằng cấp : Đại học
  • Độ tuổi : Không giới hạn tuổi
  • Hình thức : Nhân viên chính thức
  • Phúc lợi :
  • Health care insurance, Personal Accident Insurance 24h / 24h
  • 13th Salary & Bonus
  • Ngày nghỉ : - 15 days Annual leave
  • Báo cáo công việc này
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