Executive, Marketing Support

The Marketing team plays a strategic, cross-functional role between the different departments of investment, product development and sales. This role is ideal for candidates seeking to expand beyond traditional operations or analyst roles into a more strategic, visible and commercially impactful function, while deepening their understanding of capital markets and client needs.

1.      Fund Performance & Reporting

• Ensure timely and accurate preparation of Fund Performance materials, reports, statistics and marketing presentation slides.
• Compile and analyse fund data using Bloomberg and Lipper for reporting, benchmarking and marketing materials.
• Coordinate with investment and product teams to ensure data accuracy and consistency in all materials.

2.      Marketing Campaigns & Strategy

• Assist in planning, executing and monitoring marketing campaigns to promote wealth management and investment services.
• Develop marketing collaterals and messaging for Company’s clients, such as high-net-worth individuals (HNWIs) and institutional clients, as well as distribution partners like banks.

3.      Events & Client Engagement

• Support the planning and execution of investment seminars, client events and webinars.
• Manage event logistics, invitations and post-event reporting and follow-up.

4.      Content Development

• Assist in writing and editing brochures, factsheets, newsletters and presentations.
• Ensure all marketing materials comply with regulatory standards and brand guidelines.

Requirements

• Bachelor’s degree in Marketing, Finance, Business or a related field.
• 1 - 3 years of marketing experience in the financial services industry, preferably wealth or asset management.
• Proficiency in using Bloomberg and Lipper for financial data compilation and analysis**.**
• Strong command of Microsoft Office, particularly Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently, prioritise tasks and meet tight deadlines.
• Understanding of fund performance metrics and financial industry compliance is an advantage.