Asst. Manager - Business Development & Product Solution (Unit Trust Management)

Pelaburan Hartanah Berhad; Shah Alam; On-site; MYR 60,000 - 120,000; Full time

Job summary

Pelaburan Hartanah Berhad (PHB) is seeking an Asst. Manager for Business Development and Product Solution to drive growth in unit trust and related investment products.

The role involves executing sales strategies, coordinating with the Corporate Communications team, and presenting to investors and bankers. You will assist in trainings, exhibitions, roadshows, and partner with IPTA/GLC/government bodies to raise financial planning awareness while ensuring compliance with SOPs and regulatory

Qualifications

• Bachelor's degree in Business, Economics, Finance, Investment or Marketing required.
• Investment licensing: FIMM license is compulsory; CFP/IFP/RFP an added advantage.
• Experience in client services in a financial institution or fund management company is advantageous.
• 3+ years in marketing unit trust or investment products and engaging with bankers or sales force.
• Strong communication, attention to detail, and multitasking ability.

Responsibilities

• Promote unit trust funds and investment products to individual investors at exhibitions, roadshows and events.
• Collaborate with Corporate Communications to maintain up-to-date product content on websites and social media.
• Provide training on UTMS usage to IUTA and update on funds' performance and market outlook.
• Assist in planning and executing marketing materials and events while ensuring regulatory compliance.
• Support Senior Manager and HOD on anti-corruption and SOP adherence.

Skills

Business development

Marketing

Training

Public speaking

Education

Bachelor's Degree in Business/Economics/Finance/Investment/Marketing

Job description

Asst. Manager - Business Development & Product Solution (Unit Trust Management)

To assist Senior Manager to implement business development and sales strategies of the unit ti'us t / investment product to ensure achievements of KPIs.

To assist Senior' Manager to implement financial planning awareness programme with IPTA, GLC, government agencies.

To promote unit trust fund / investment product / product solutioning to potential individual investors via participation in exhibition / expo / roadshow / event.

To conduct periodically visits and providing training and update on funds' performance and market outlook to IUTA & institutional investors.

To conduct training on usage application of Unit Trust Management System (UTMS) to IUTA as required.

Administered FIMM Core System processes, including CPD point tracking, license renewals, and regulatory documentation. Served as the main liaison between FIMM, UTMC, and UTCs regarding compliance requirements, regulatory updates, and official surveys.

To prepare up-to-date marketing materials (i.e FFS, Brochure), Sales/Training Deck.

To collaborate with Corporate Communication Department (CCD) to ensure the up-to-date information / contents of unit trust product in website (i.e www.phbam.com.my), digital platforms (i.e Instagram, X, Facebook etc) and customer portal.

To collaborate with CCD in event management activities (i.e planning, approval, execution) on company participation in fund launching and exhibition / expo / roadshow.

To collaborate with CCD in production of marketing collaterals/corporate gifts.

Ensure that all promotion and sales activities are conducted in accordance with standard operating procedures and regulatory guidelines.

To perform any others task assigned by Senior Manager and/or HOD as required and deemed necessary.

Anti-Corruption Commitments

To assist HOD on the effectiveness of anti-bribery management system by communicating the Anti-Corruption Policy to the subordinates and taking appropriate action to the non-compliance of the relevant policies, guidelines and SOPs and active engagement in the management's activities relevant to Anti-Corruption Management System.

Requirements

Bachelor's Degree in Business, Economic, Finance, Investment, Marketing or equivalent.

Investment licensing; FIMM license is compulsory. CFP/IFP/RFP is added advantage.

Experience in client services role in financial institution / fund management company is added advantage.

Have more than 3 years of experience in marketing unit trust / investment products and engaging with bankers / sales force.

A team player, attention to details, ability to multitask.

Strong communication (written/verbal) and presentation skills.

Possess own transport and willing to travel.

Pelaburan Hartanah Berhad (PHB) is a real estate investment holding company and a wholly owned subsidiary of Yayasan Amanah Hartanah Bumiputera (YAHB). It was established on 8 May 2006 with the aim to boost Bumiputera ownership in prime commercial real estate assets in Malaysia.

PHB's core business is to strategically acquire and sensibly develop properties at prime locations in Malaysia to generate affordable and sustainable long-term wealth creation to its Amanah Hartanah Bumiputera (AHB) unit trust holders. Part of its business includes the leasing of prestigious office spaces to corporate clients.

In pursuit of the nation's long-term economic interests, we have been tasked to nurture the development of our core business in real estate investment, primarily in prime commercial properties in major cities in the country. We implement property development projects through partnerships with established developers as well as opportunistic acquisitions of completed assets in the open market. We are the sponsor of the country's first of its kind real-estate-backed unit trust fund.

Pelaburan Hartanah Berhad (PHB) is a real estate investment holding company and a wholly owned subsidiary of Yayasan Amanah Hartanah Bumiputera (YAHB). It was established on 8 May 2006 with the aim to boost Bumiputera ownership in prime commercial real estate assets in Malaysia.

PHB's core business is to strategically acquire and sensibly develop properties at prime locations in Malaysia to generate affordable and sustainable long-term wealth creation to its Amanah Hartanah Bumiputera (AHB) unit trust holders. Part of its business includes the leasing of prestigious office spaces to corporate clients.

In pursuit of the nation's long-term economic interests, we have been tasked to nurture the development of our core business in real estate investment, primarily in prime commercial properties in major cities in the country. We implement property development projects through partnerships with established developers as well as opportunistic acquisitions of completed assets in the open market. We are the sponsor of the country's first of its kind real-estate-backed unit trust fund.

What can I earn as a Business Development Manager