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Urgent! Asst Manager, Fund & Discretionary Product Position in Damansara Town Centre - Hong Leong Bank Berhad

Asst Manager, Fund & Discretionary Product



Job description

Description

Functional

  • Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
  • Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
  • Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
  • Collaborate with Wealth Marketing team to formulate product marketing strategy in driving Unit Trust business
  • Provide feedback on research developments in the local financial services market place
  • Implement appropriate rules and guidelines to ensure all internal and external, legal, compliance and risk management requirements are met
  • Collaborate with Investment Counsellor to ensure frontline undergo formal initial and on-going formal training requirements
  • Responsible for product program and policies update by improving sales process as well as fulfilling regulatory requirements
  • Work closely with Wealth project team in providing user requirement specification for system enhancement by improving customer experience, productivity as well as fulfilling regulatory requirements
  • Organizational

  • Build up banks Unit Trust products Fee Income
  • Build up banks Unit Trust AUM
  • Build up banks Unit Trust products sales
  • Education/Qualification

  • Undergraduate degree in Accounting/Banking/Investment/Finance or a related field
  • Possess professional investment related certification will be added advantage
  • Experience

  • Min 2 years of relevant experience in Wealth Management, Financial/Investment field.
  • Strong interpersonal skills- Personable, approachable, collaborative
  • Skills

  • Proficient in MS Office such as PowerPoint, Excel, and Words

  • Required Skill Profession

    Operations Specialties Managers



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