Head of Unit Trust Operations

Hong Leong Asset Management; Kuala Lumpur; On-site; MYR 200,000 - 250,000; Full time

Job summary

A leading asset management firm in Kuala Lumpur is seeking a professional with extensive experience in fund management operations. The ideal candidate will have a strong understanding of unit trust products and be able to provide leadership in enhancing operational efficiency. Key responsibilities include monitoring client transactions, resolving queries, and producing reports. Candidates must possess a degree and have at least 8 years of relevant experience.

Qualifications

• Minimum 8 years of working experience in fund management operations with 5 years of supervisory experience.
• Strong understanding of unit trust products.

Responsibilities

• Monitor processing of client on-boarding and transaction submission by cut-off time.
• Handle and resolve clients' queries and report customer issues.
• Ensure timely production of regulatory and management reports.
• Prepare and update SOPP to streamline overall process flow.

Skills

Strong knowledge in unit trust operations

Fluent in both spoken and written English and Malay

Advanced proficiency in Microsoft Office (Word, Excel and PowerPoint)

Good interpersonal, leadership and people management skills

Strong planning and organizational skills

Education

Bachelor Degree in Banking, Finance, Business Management or equivalent

Job description

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Monitor processing of client on-boarding and transaction submission by cut-off time on a daily basis.

Perform screening checks on client applications to ensure compliance with all regulatory requirements.

Provide leadership and support to team members in enhancing the effectiveness and efficiency of unit trust operations through improvements to each function.

Handle and resolve clients' queries and report the customer issues to relevant parties.

Ensure timely production of regulatory and management reports.

Prepare and update SOPP to streamline overall process flow in unit trust operations.

Perform User Acceptance Test (UAT) for system enhancement and communicate the system issues in a timely manner.

Job Requirements

• Possess Bachelor Degree in Banking, Finance, Business Management or any equivalent.
• Minimum 8 years of working experience in fund management operations with 5 years of supervisory experience.
• Strong knowledge in unit trust operations.
• Strong understanding of unit trust products.
• Advanced proficiency in Microsoft Office (Word, Excel and PowerPoint).
• Good interpersonal, leadership and people management skills.
• Strong planning and organizational skills.
• Fluent in both spoken and written English and Malay.

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Hong Leong Asset Management Bhd ("HLAM") is an established asset management company offering a broad spectrum of investment solutions through equities, fixed income, money market and multi-assets. Our investors range from retail, corporates, state governments, charitable organisations and high net-worth individuals. Hong Leong Islamic Asset Management Sdn Bhd ("HLISAM"), is an Islamic fund management company (IFMC) wholly-owned by HLAM and licensed by the Securities Commission Malaysia ("SC") on 18 November 2019 for the regulated activity of Islamic fund management. We aim to invest in companies with sustainable competitiveness that seeks to deliver consistent portfolio performance.

Hong Leong Asset Management Bhd ("HLAM") is an established asset management company offering a broad spectrum of investment solutions through equities, fixed income, money market and multi-assets. Our investors range from retail, corporates, state governments, charitable organisations and high net-worth individuals. Hong Leong Islamic Asset Management Sdn Bhd ("HLISAM"), is an Islamic fund management company (IFMC) wholly-owned by HLAM and licensed by the Securities Commission Malaysia ("SC") on 18 November 2019 for the regulated activity of Islamic fund management. We aim to invest in companies with sustainable competitiveness that seeks to deliver consistent portfolio performance.

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