CIS MARKETING SUPPORT ANALYST

Compiling, designing & updating monthly fund fact sheets within specific time parameters

Compiling, designing & updating fund application & other forms

Manage and update all other CIS forms

Liaise with all portfolio managers

Follow up on info to be provided by portfolio managers

Manage and update website with monthly fund fact sheets

Liaising with the IT team and HQ re website related problems

Handling and sorting client queries effectively

Manage electronic documents management system for effective paper trail

Liaison with FFS supplier

Liaise with data providers and ensure that funds data is correct and added for new funds on Morningstar/Profile/Moneymate

Design and update CIS brochures or in conjunction with HQ and service providers

Provide monthly fund performance reports

Sales support

find creative and effective ways of positioning the positive attributes of the business to the target market with the objective of increasing sales and providing measurable results.

deliver marketing literature to the sales team to enable effective communication of product attributes.

assist with CIS promotional & corporate client signature events to support the businesses’ sales efforts

Support EFG HQ with marketing support requirements

Keep abreast of changes in CIS legislation and how it affect the business and proactively adapt behavior while keeping the business ahead of competitors.

Ensure that all necessary information to promote the company is maintained and updated in a marketing database for easy access

Ad-hoc admin tasks

Using Moneymate, Morningstar, MS Office, Excel, Adobe, Publisher, Outlook, basic knowledge of InDesign and Photoshop would be an advantage