Job Overview
Company
Hong Leong Bank Berhad
Location
Damansara Town Centre
Category
Operations Specialties Managers
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Job Description
Description
Functional
Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targetsConduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust fundsManage 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 guidelinesCollaborate with Wealth Marketing team to formulate product marketing strategy in driving Unit Trust businessProvide feedback on research developments in the local financial services market placeImplement appropriate rules and guidelines to ensure all internal and external, legal, compliance and risk management requirements are metCollaborate with Investment Counsellor to ensure frontline undergo formal initial and on-going formal training requirementsResponsible for product program and policies update by improving sales process as well as fulfilling regulatory requirementsWork closely with Wealth project team in providing user requirement specification for system enhancement by improving customer experience, productivity as well as fulfilling regulatory requirementsOrganizational
Build up banks Unit Trust products Fee IncomeBuild up banks Unit Trust AUMBuild up banks Unit Trust products salesEducation/Qualification
Undergraduate degree in Accounting/Banking/Investment/Finance or a related fieldPossess professional investment related certification will be added advantageExperience
Min 2 years of relevant experience in Wealth Management, Financial/Investment field.Strong interpersonal skills- Personable, approachable, collaborativeSkills
Proficient in MS Office such as PowerPoint, Excel, and Words
About Hong Leong Bank Berhad
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