Unit Trust Product Manager
Hong Leong Bank Berhad
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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.
Summary
Manage unit trust products, relationships, and compliance to achieve financial targets.
Job title
Unit Trust Product Manager
Experience level
2+ years
Industry
finance
Location requirements
Located in HLT-Hong Leong Tower, remote work not allowed.
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Unknown location