Wealth & Investments Product Development Lead

Hong Leong Bank Berhad; Kuala Lumpur; On-site; MYR 120,000 - 210,000; Full time

Job summary

Hong Leong Bank Berhad is seeking an experienced wealth management professional to implement product strategy, evaluate unit trusts, and manage relationships with UTMCs. The role includes training frontline staff, ensuring regulatory compliance, and driving fee income and AUM growth through quality investment products.

The candidate should have an undergraduate degree in finance-related fields, 5+ years in wealth management, and strong interpersonal skills, with proficiency in MS Office.

Qualifications

• Undergraduate degree in accounting, banking, investment or finance.
• Certification in investment is an advantage.
• At least 5 years of experience in wealth management or financial/investment field.
• Strong interpersonal, collaborative and team-oriented mindset.
• Proficient with MS Office tools (PowerPoint, Excel, Word).

Responsibilities

• Implement product strategy and business plans to hit Unit Trust targets.
• Due diligence and evaluation for unit trust onboarding and manage UTMC relations.
• Provide training support to the frontline.
• Manage relationships with counterparties and internal stakeholders.
• Provide market research feedback on local financial services.
• Ensure compliance with internal and regulatory requirements.
• Ensure frontline training is conducted and documented.
• Maintain and update product programs and policies.
• Prepare user requirements for system enhancements.
• Develop fee income from investment products and grow AUM.

Skills

Strong interpersonal skills

MS Office proficiency

Education

Undergraduate degree in Accounting/Banking/Investment/Finance

Investment-related certification (advantage)

Tools

MS Office (PowerPoint, Excel, Word)

Job description

Hong Leong Bank Berhad is seeking an experienced wealth management professional to implement product strategy, evaluate unit trusts, and manage relationships with UTMCs. The role includes training frontline staff, ensuring regulatory compliance, and driving fee income and AUM growth through quality investment products.

The candidate should have an undergraduate degree in finance-related fields, 5+ years in wealth management, and strong interpersonal skills, with proficiency in MS Office.