Manager - RWM (Funds & Discretionary Product)

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Functional

• 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

• 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