Senior Unit Trust Product & Strategy Lead

Hong Leong Bank; Malaysia; On-site; MYR 90,000 - 150,000; Full time

Job summary

Hong Leong Bank in Malaysia seeks a seasoned Wealth Management professional to implement unit trust strategies and manage onboarding, with responsibility for compliance and foe product enhancement. You will train staff, maintain key relationships, and drive product-related revenue growth across the regional network.

The role requires a university degree in finance-related field, 5+ years of wealth/investment experience, and strong communication skills. Knowledge of MS Office is essential.

Qualifications

• Min 5 years of relevant experience in Wealth Management or Financial/Investment field.
• Strong interpersonal skills and collaborative mindset.
• Proficient in MS Office (PowerPoint, Excel, Word).

Responsibilities

• Implement product strategy and business plans to achieve Unit Trust targets.
• Due diligence and product evaluation for unit trust onboarding; manage UTMC relationships.
• Provide training support to the ground.
• Manage relationships with counterparties and internal stakeholders to secure quality products.
• Provide feedback on research developments in the local financial services market.
• Ensure compliance with regulatory requirements and internal guidelines.
• Oversee formal training for frontline staff.
• Update product programs and policies.
• Prepare user requirement specifications for system enhancements.
• Builds banks’ investment products fee income, AUM, and overall sales.

Skills

Strong interpersonal skills

Education

Undergraduate degree in Accounting/Banking/Investment/Finance or a related field

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Hong Leong Bank in Malaysia seeks a seasoned Wealth Management professional to implement unit trust strategies and manage onboarding, with responsibility for compliance and foe product enhancement. You will train staff, maintain key relationships, and drive product-related revenue growth across the regional network.

The role requires a university degree in finance-related field, 5+ years of wealth/investment experience, and strong communication skills. Knowledge of MS Office is essential.