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Key Responsibilities:
- Implement products strategy and business plans to achieve Unit Trust financial targets.
- Due diligence and product evaluation for unit trust on-boarding process and manage relationship with UTMCs to secure quality products, in compliance to regulatory requirement and internal guidelines.
- Provide training support to the ground.
- Manage business relationship with counterparties and internal stakeholders, with the objective of securing quality products.
- 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.
- Ensure that frontline undergo formal initial and on-going formal training requirements.
- Responsible for product program and policies update.
- Responsible for user requirement specification preparation for system enhancement.
- Build up banks investment products Fee Income
- Build up banks Unit Trust AUM
- Build up banks overall investment products sales
Job Requirements:
- Undergraduate degree in Accounting/Banking/Investment/Finance or a related field
- Possess professional investment related certification will be added advantage.
- Min 5 years of relevant experience in Wealth Management, Financial/Investment field.
- Strong interpersonal skills- Personable, approachable, collaborative
- Proficient in MS Office such as PowerPoint, Excel, and Word
