Senior Executive, Investment Product | Kuala Lumpur, MY

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Job Description

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

• Build up banks Unit Trust products Fee Income
• Build up banks Unit Trust AUM
• Build up banks Unit Trust products sales

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

• Min 2 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 Words