Unit Trust Product Manager

4 months ago


Kuala Lumpur, Malaysia Hong Leong Bank Full time

Unit Trust Product Manager

**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.

Job ID JR0000018476



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