CIS MARKETING SUPPORT ANALYST & GRAPHIC DESIGN

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