BD & Unit Trust Solutions Lead

Pelaburan Hartanah Berhad; Shah Alam; Sur place; MYR 60 000 - 120 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Business development

Marketing

Training

Public speaking

Formation

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

Description du poste

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