Manager, Fund

2 days ago

Greater Kuala Lumpur, Malaysia Hong Leong Bank Berhad Full time 60,000 - 120,000 per year

OVERVIEW:

In Fund & Discretionary team, the Manager is responsible for formulating and implementing the unit trust product strategy and business plans to achieve financial targets. This role involves leading the due diligence and product evaluation process for onboarding unit trust funds, managing relationships with Unit Trust Management Companies, and ensuring compliance with regulatory requirements and internal guidelines. The Team Lead will also oversee the development of product marketing strategies, provide market feedback, and ensure the team's adherence to internal policies and procedures.

RESPONSIBILITIES:

  • Strategic Planning and Implementation: Working with team lead to develop and execute fund strategies and business plans across online and offline channels to meet financial targets.
  • Product Due Diligence and Evaluation: Involve and conduct the fund due diligence and product evaluation process in collaboration with Fund Managers for onboarding new funds - public market or private market. In addition, continuously review and enhance fund due diligence framework to support regional basis.
  • 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: Manage the update of product programs and policies to improve sales processes and meet regulatory requirements.
  • System Enhancement: Work closely with the Wealth project team in providing user requirement specifications for system enhancements aimed at improving customer experience, productivity, and regulatory compliance.
  • Business Development: Build up the bank's Unit Trust products fee income, assets under management (AUM), and overall sales.

SKILLS & EXPERIENCE WE ARE LOOKING FOR

Education/Qualification

  • Undergraduate degree in Accounting, Banking, Investment, Finance, or a related field.
  • Possession of professional investment-related certification is a strong advantage.

Experience

  • Minimum 3-5 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.

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