Asst Manager, Fund & Discretionary Product

Requirements

Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
Collaborate with Wealth Marketing team to formulate product marketing strategy in driving Unit Trust business
Provide feedback on research developments in the local financial services market place
Implement appropriate rules and guidelines to ensure all internal and external, legal, compliance and risk management requirements are met
Collaborate with Investment Counsellor to ensure frontline undergo formal initial and on-going formal training requirements
Responsible for product program and policies update by improving sales process as well as fulfilling regulatory requirements
Work closely with Wealth project team in providing user requirement specification for system enhancement by improving customer experience, productivity as well as fulfilling regulatory requirements

Benefits

Asst Manager, Fund & Discretionary Product

Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
Collaborate with Wealth Marketing team to formulate product marketing strategy in driving Unit Trust business
Provide feedback on research developments in the local financial services market place
Implement appropriate rules and guidelines to ensure all internal and external, legal, compliance and risk management requirements are met
Collaborate with Investment Counsellor to ensure frontline undergo formal initial and on-going formal training requirements
Responsible for product program and policies update by improving sales process as well as fulfilling regulatory requirements
Work closely with Wealth project team in providing user requirement specification for system enhancement by improving customer experience, productivity as well as fulfilling regulatory requirements