Sales Admin Cum Investor Relations Officer - Dai-Ichi Life Vietnam Fund Management

1/ JOB PURPOSE

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

2/ ACCOUNTABILITY

- 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
- Validate and inputs the investors’ orders into the given templates and send to HSBC/VSD 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