Roles and Responsibilities

• Marketing & Communication
• Create and/or manage all marketing materials including brochures, banners, application forms, website content, presentation deck etc.
• Lead and coordinate logistical preparations for all client engagement initiatives, e.g. investor education, annual investment conferences, client appreciation events, corporate gifts, media investor briefings etc.
• Support the sales and business development teams in organizing marketing events such as worksites, activations, intermediaries training and awards etc.
• Participate in the development and implementation of product campaigns, monitor the campaigns, and report on the results of campaigns.
• Generate SMS and email marketing content, tracking links for email analysis and lead generation.
• Work with the Group Marketing and Communication Department to develop and implement a content calendar for social media marketing.
• Work with the Group Marketing and Communication Department to develop and implement online advertising, including paid search and social media, email, SMS, digital display etc.
• Implement various market commentaries and education materials to educate investors on our investment products/services.
• Prepare and implement an annual marketing activity calendar covering retail and institutional business segments.
• Analyze data to evaluate past marketing initiatives’ success and develop new ideas to improve brand visibility and product marketing.
• Partner with relevant collaborators including the sales/business development team, customer service team, investment team, and data analytics, to garner industry and customer insights to deploy and deliver on approved initiatives.
• Carry out regular competitor analysis, proactively offering suggestions to improve our position in the marketplace.
• Ensure the company is communicating the right messaging to attract prospective customers and retain existing ones
• Prepare and track the approved marketing budget to ensure the attainment of objectives.
• Prepare and present monthly reports on marketing activities and provide regular updates as may be required.
• Stakeholder Management
• Build relationships with key stakeholders in the retail and pension business segments.
• Works closely with the sales/business development and investment teams in identifying opportunities to grow client relationships.
• Attend meetings and calls with current and prospective clients, as may be required.

Roles and Responsibilities

• At least 5 years’ experience in a similar role in marketing and communications within the financial services industry.
• A Bachelor’s degree in marketing, communications or a related field from a recognized university.
• CIM and other professional courses are an added advantage
• Excellent communication skills (oral and written)
• Good in logistics and event planning with the ability to prioritize and multi-task
• Good interpersonal and relationship management skills with the ability to interface with people at all levels, from staff to clients to business partners to media.
• Demonstrable leadership and collaboration skills
• Attention to detail
• Ability to think creatively and innovatively
• Good problem-solving skills
• A self-starter with high standards of integrity
• Driven and goal-oriented
• A good working knowledge of the financial services industry and financial products
• Good understanding of traditional and emerging marketing channels