Head of Distribution & Strategic Partnership

BERJAYA MUTUAL BERHAD; Kuala Lumpur; On-site; MYR 180,000 - 280,000; Full time

Job summary

BERJAYA MUTUAL BERHAD seeks a seasoned Head of Distribution & Strategic Partnership to lead the company’s distribution strategy, drive AUM growth, and oversee key relationships across retail, wholesale and institutional channels.

The role focuses on expanding unit trust funds, wholesale funds and private mandates through various channels, while developing new partnerships and enhancing channel productivity via sales, marketing and alliance initiatives.

Qualifications

• Diploma or Bachelor's Degree in Finance, Business, Economics, Marketing, Investment, or related discipline.
• Possess UTC license registered with FIMM.
• Capital Markets Services Representative's License (CMSRL) or relevant capital market certifications preferred.
• Minimum 10 years of relevant experience in asset management, unit trust, or investment product distribution.

Responsibilities

• Develop and execute comprehensive distribution strategies to achieve AUM growth targets across retail, wholesale, and private mandate businesses.
• Identify, develop, and onboard new distribution channels to expand market reach and increase products penetration.
• Build and maintain strong relationships with IUTAs, CUTAs, Licensed Financial Planners, Banks, licensed digital platforms, and other distribution partners.
• Recruit, develop and build productive agency networks comprising UTCs and MRs.
• Drive profitable sales and fund inflows through effective engagement with distributors, advisers, and investors.
• Develop channel-specific growth strategies and incentive campaigns to maximize productivity and market share.
• Develop and manage strategic partnerships with key distribution partners, institutional clients, trustees, and investment consultants.
• Lead, mentor and develop the distribution team to achieve sales, revenue, and AUM targets.
• Monitor sales and distributor performance, identify gaps, and implement corrective actions.
• Collaborate with Investment and Strategy, Risk and Compliance, Operations, Customer Services and Finance teams on fund positioning, launches, and product enhancements.

Skills

Distribution strategy

Channel development

Relationship management

Negotiation

Education

Bachelor's degree in Finance

UTC license (FIMM)

CMSRL certification

Job description

Head of Distribution & Strategic Partnership

The Head of Distribution & Strategic Partnership is responsible for leading the Company’s distribution strategy, driving profitable sales and AUM growth, and managing key relationships across retail, wholesale, and institutional channels.

The role focuses on expanding the distribution of Unit Trust Funds, Wholesale Funds, Private Mandates, and other investment products through IUTAs, CUTAs, Financial Planners, Banks, digital platforms, agency networks comprising FIMM-registered Unit Trust Consultants (UTCs) and Licensed Marketing Representatives (MRs), and other distribution partners. The incumbent will develop new distribution opportunities, strengthen existing partnerships, expand the Company’s market reach, and improve channel productivity through effective sales, marketing, and partnership strategies.

Key Responsibilities

Distribution Strategy & Business Development

Develop and execute comprehensive distribution strategies to achieve AUM growth targets across retail, wholesale, and private mandate businesses.

Identify, develop, and onboard new distribution channels to expand market reach and increase products penetration.

Build and maintain strong relationships with IUTAs, CUTAs, Licensed Financial Planners, Banks, licensed digital platforms, and other distribution partners.

Recruit, develop and build productive agency networks comprising UTCs and MRs

Drive profitable sales and fund inflows through effective engagement with distributors, advisers, and investors.

Develop channel-specific growth strategies and incentive campaign’s management to maximize productivity and market share.

Strategic Partnerships and Alliances

Develop and manage strategic partnerships with key distribution partners, institutional clients, industry stakeholders, trustees, and investment consultants.

Drive wholesale fund and private mandate opportunities across high-net-worth individual, corporate, family office, pension fund, insurance, foundation, and institutional segments.

Negotiate commercial and distribution arrangements and work closely with senior management and investment teams on strategic alliances, partnerships, and institutional solutions to support sustainable AUM and business growth.

Develop strategic sales plans, revenue targets, and performance metrics for senior management review and approval.

Lead, mentor and develop the distribution team to achieve sales, revenue, and AUM targets.

Monitor sales and respective distributors performance, identify gaps, and implement appropriate corrective actions.

Collaborate with Investment and Strategy, Risk and Compliance, Operations, Customer Services and Finance teams (where applicable) on fund positioning, marketing strategies, new fund launches, and product enhancements.

Lead investment product presentations, roadshows, investor seminars, and distributor training initiatives.

Provide market intelligence on investor trends, competitor activities, client needs, and emerging product opportunities to support business and product strategy.

Client & Stakeholder Engagement

Ensure all distribution activities comply with Securities Commission Malaysia (SC) regulations and internal governance requirements.

Maintain strong engagement with industry bodies and associations.

Represent the company at industry events, conferences, and networking forums.

Work closely with Risk and Compliance teams to ensure regulatory adherence.

Qualification and Experience

Diploma or Bachelor's Degree in Finance, Business, Economics, Marketing, Investment, or related discipline.

Possess UTC license registered with FIMM.

Capital Markets Services Representative's License (CMSRL) or relevant capital market certifications preferred.

Minimum 10 years of relevant experience in asset management, unit trust, or investment product distribution.

Proven track record in driving AUM growth and developing multi-channel distributions network and intermediaries including agency forces.

Strong understanding of the Malaysian capital market products and services, licensing and fit-and-proper requirements applicable to distributors and representatives, Guidelines on conduct for Capital Market Intermediaries, AML/CFT, and relevant regulatory and compliance obligations.

Strong business development, commercial, negotiation, networking, relationship management, presentation, and communication skills