Manager - Rwm (Funds & Discretionary Product)

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

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 5 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._

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