Snr Spclst, Investors Products

2 weeks ago

Kuala Lumpur, Malaysia RHB Banking Group Full time

Working Hour
- Regular Hours
- Monday - Friday- Business Area
- Community Banking- Location
- Malaysia - Kuala Lumpur- Description

**Primary Objective**:

- Plan, develop & review investment products (own and third party) to address full range of investors needs
- Design, propose & run acquisition campaigns (external) & internal sales challenges to convince NTB & ETB customers to take up investment products

**Key Responsibilities**:

- Support the Squad Lead to plan tasks required for delivery of Quest
- Support identification and interpretation of data/ reports/ research results
- Document and refine product specifications (documentation of deliverables of squad)
- Prepare reports/presentations based on the analysis for external & internal communications
- Source and analyse data for the creation of baseline, future state costs, FTE, process maps and any other analysis required for mission
- Analyse data and solves data-related issues
- Examine ways to better understand customer needs and potential improvement of team performance via data capture and analysis

BAU
- Meet revenue targets and products P & L on overall and per channel
- Support new product, service initiatives and proposition launches on all bank channels - Traditional and Digital
- Digitalization of investment platform by enhancing the program and customer roadmaps, program development, program launches, and program marketing.
- Execute the client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation for RHB clients.
- Prepare materials for the sale and recommendation / distribution of products; Ensure that the products and materials offered are compliant with internal and external regulatory requirements
- Support regular coaching, training and market/product briefings to sales staff to enhance their functional competencies & professionalism, raise the level of proficiency and technical expertise of the RMs, in their course of interacting with customers.
- Work in partnership with internal stakeholders to achieve greater penetration of Unit Trust products across Bankers/Clients via close collaborations and other initiatives
- Build strong relationships with various fund house partners to come up with best ideas, support sales related activities eg. Client events, product launches, other marketing and branding activities.
- To have a keen understanding and full awareness of, and adherence to, in-country regulatory framework, rules of engagement in the sales and marketing of investment products, as well as legal and compliance guidelines.
- Responsible for Treasury product life cycle product management, development and strategy.
- Manage end-to-end product development lifecycle, i.e. responsible for timely and successful product launch.
- Work with WM Advisory team for market views and utilize the information for product ideas.
- Work with Treasury Advisory Investment on derivative products with equity, credit interest rate, commodities underlying and fixed income.
- Ensure products are continuously in full compliance with internal and external regulations, guidelines and policies.
- Assess market competition by comparing the Bank’s product to competitors’ products. Identify the Bank’s product unique selling points and share with distribution on how to position / pitch the Bank’s product over competitors’ products
- Study market condition, provide fund focus and model portfolio with house view, market outlook, and thorough analysis on economic cycle, bottom up and top down analysis.
- Requirements

**Requirements**:
Bachelor Degree -.
- Preferable to have FIMM license, IPPC license, FPAM license and CFA accredited, however this is not a compulsory

At least 5-10 years’ experience in wealth management product
- Well informed on the developments in the relevant domain
- Good understanding of key bank processes
- Business financials and planning knowledge
- Good problem solving and analytical skills
- Knowledge on analytical tools
- Good written communication skills
- Benefits

Dental, Education support, Miscellaneous allowance, Medical, Loans, Sports (e.g. Gym), Parking, Vision, Regular hours, Mondays - Fridays, Casual Business Wear, Performance Based Rewards

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