Tee Ken Tan Email & Phone Number

Kuala Lumpur, My

Federal Territory Of Kuala Lumpur, Malaysia

- To assist to forge profitable relationship with IUTAs and broaden account relationship.- To establish good rapport with the respective sales & frontliners of the IUTAs and CUTAs.- To ensure effective implementation of any sales initiatives from Head Office and to supervise and monitor the effectiveness of the said programs in meeting KPI.- To assist to develop and to implement various campaigns and incentive programs, sales tools for distribution channel staff to actively engage their customer effectively.- To monitor and ensure the sufficient sales support to the financial institutions frontliners.- To assist the Head of Partnership & Digital Distribution in conducting funds briefing and market outlook and to resolve any issues or queries that arise from the distributor.- To ensure effective communication of any enhance or new implementation of policy.- To assist to plan, manage and coordinate sales related activities.- To assist in development and execution of existing/ new products to distribution channels.- To align all initiatives to achieve company’s high conviction sales strategies.- To consistently be on the lookout for new ideas and opportunities in growing the business in this channel.- To provide market intelligence to formulate effective sales strategies to address market competition.- To ensure compliance whilst marketing all funds to business partners at all business levels.- Able to travel for sales & marketing activities/ initiatives.- To assume and perform other duties and responsibilities as required.

Malaysia

Responsibilities:1. Financial Institutional (FI) and Institutional Business (IB) Support- Develops and maintains IB range of marketing materials.- Coordinate the preparation of company due diligence, RFPs, RFIs and any other relevant business proposals or dissemination of Annual and Interim reports.- Coordinate the proposal preparation for IB or FI’s potential clients.- Preparation of the commission and sales reports for IB.- Coordinating client’s IMA and client’s on-boarding related agreements for Retail and Institutional Business Clients for Private Mandates.2. Governance- Assist with the legal documentation for any on-boarding process for IUTA and/or new distributors.- Annual KYD review for all distributors.- Vendor management set-up and monitoring.- Audit and compliance support - Quarterly sampling of SAF, Monthly sampling of Agency Database with the regulator’s database, Channel compliance and communications.

Malaysia

Responsibilities:1. Monitor and analyze the trades performed by traders of the treasury department.2. Assist in due diligence from the counterparties.

Kuala Lumpur, Malaysia

Responsibilities:1. Assist in funds and company due diligence from the retail channels i.e. IUTAs.2. Monitor, analyse and prepare data on the industry and market trend.3. Assist to update existing sales/ fund deck on a frequent basis.4. Assist the team to prepare documentation, obtain signatories and support the submission processes to obtain new fund from internal and external approvals.5. Support the team in documentation and coordination for any supplemental requirements to the prospectus/ info memorandum/ deed.6. Compile and review information on new funds launch in terms of type, investment strategy, AUM growth and investors investment behaviour trends.7. Compile and analyze of funds performance, investment strategies of peer funds and gathering of market intelligence e.g. distributors for the new fund launch, marketing materials etc.8. Assist to update the department’s manual and other risk controls when being advised.9. Assist to coordinate for meetings e.g. PSC, WIP & prepare the minutes.

Kuala Lumpur, Malaysia

Responsibilities:1. To search for suppliers who provides quality products 2. To negotiate & obtain the cheapest rate from the suppliers.3. To ensure cost saving & material purchased does not exceed the estimated budget.4. To ensure products purchased are delivered to the project site within the date requested.

Kuala Lumpur, Malaysia

Responsibilities:1. Provide financial advisory to customers on the importance of saving and investment & assist customers on their financial planning.2. Provide assistant & banking solutions to customers.3. Proactively manage and build long term customer relationship and provide good after-sales service

Bachelor Of Economics

Cambridge A-Levels

High School

Activities and Societies: • House Captain of Shellabear Sports House • Head of Uniform Committee of the Prefectorial Board • Treasurer.