Unit Trust Product Manager

Posted:
9/2/2024, 9:18:33 PM

Location(s):
Wilayah Persekutuan Kuala Lumpur, Malaysia ⋅ Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Experience Level(s):
Junior

Field(s):
Product ⋅ Sales & Account Management

If you are looking to excel and make a difference, take a closer look at us…

Functional (job responsibilities)

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 (organizational responsibilities)

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

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Hong Leong Bank Berhad

Website: https://hlb.com.my/

Headquarter Location: Kuala, Kalimantan Barat, Indonesia

Employee Count: 251-500

Year Founded: 1905

IPO Status: Public

Industries: Banking ⋅ Credit ⋅ Financial Services ⋅ Wealth Management

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