Unit Trust Team Lead

1 day ago

Kuala Lumpur, Malaysia Hong Leong Bank Full time

If you are looking to excel and make a difference, take a closer look at us

Key Responsibilities (Functional):

- Strategic Planning and Implementation: Develop and execute fund strategies and business plans across online and offline channels to meet financial targets.
- Product Due Diligence and Evaluation: Lead the fund due diligence and product evaluation process in collaboration with Fund Managers for onboarding new funds - public market or private market.
- Relationship Management: Manage and enhance business relationships with asset managers, Unit Trust Management Companies, and internal stakeholders, including HLB SG, to secure quality products.
- Marketing Strategy: Collaborate with the Wealth Marketing team to formulate and implement effective product marketing strategies to drive Unit Trust business growth.
- Market Analysis and Feedback: Provide regular feedback on research developments and keep track on the market trends in the local and regional financial services market that helps in product designing.
- Compliance and Risk Management: Implement and enforce rules and guidelines to ensure compliance with all internal and external legal, compliance, and risk management requirements.
- Training and Development: Collaborate with Investment Counsellors to ensure frontline staff receive appropriate initial and ongoing training.
- Product Program and Policy Updates: Oversee the update of product programs and policies to improve sales processes and meet regulatory requirements.
- Team Leadership (for Team Lead): Manage and mentor a team of product managers, fostering a collaborative and high-performance environment.
- Business Development: Build up the bank's Unit Trust products fee income, assets under management (AUM), and overall sales.

Organizational:

- Build up banks Unit Trust products Fee Income
- Build up banks Unit Trust AUM
- Build up banks Unit Trust products sales and product penetration

Education/Qualification:

- Undergraduate degree in Accounting, Banking, Investment, Finance, or a related field.

Experience:

- Minimum 5-7 years of relevant experience in Wealth Management, Asset Management,

Financial/Investment field, with demonstrated leadership experience for Team Head role.

Skills:

- Strong interpersonal skills: personable, approachable, and collaborative.
- Proficient in MS Office Suite (PowerPoint, Excel, Word).
- Excellent communication, presentation, and negotiation skills.
- Strong analytical and problem-solving abilities.
- In-depth knowledge of unit trust products and the financial market.
- 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._

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