Manage distribution agreements and ensure compliance with regulatory requirements.
Develop wholesale distribution pipelines and institutional coverage (if applicable).
4. Marketing & Investor Communication
Work with marketing to develop: Pitch decks Fund factsheets Quarterly investor letters Product brochures and whitepapers
Deliver regular fund updates, performance reviews, and market commentary to clients.
Coordinate investor meetings, webinars, and marketing campaigns.
5. Product Knowledge & Investment Understanding
Maintain deep understanding of: Firm's investment strategies Portfolio construction Risk frameworks Market trends and macroeconomic developments
Provide internal feedback to portfolio managers on investor preferences and market demand.
6. Compliance & Regulatory Responsibilities
Ensure all client interactions comply with MAS regulations, including: AML/KYC requirements FAIR dealing guidelines Advertising/marketing rules for CIS and private fund offerings
Coordinate with compliance to onboard clients properly and maintain documentation.
7. Sales Pipeline & Reporting
Maintain and track sales pipelines using CRM tools.