RESPONSIBILITIES

• Manage Investment products solutions, propositions and distribution architecture compliant with regulations for all client segments
• Building and leveraging partnerships to enhance product suite. Develop policies pertaining to due diligence and onboarding of third-party product vendors.
• Delivering business goals for the products.
• Work with Sales Directors to identify demand and opportunities for new product offering. Plan and lead product launch / marketing events.
• Building investment strategies based on macros and micros to guide BU team and clients with market outlook and product briefs and suitability.
• Build structured advisory process, model portfolios. Review and ensure process compliance and alignment between clients’ portfolio and model.
• Enabling BU teams through coaching, training, sales support tools, sales promotion and stimulus programs to be able to offer suitable solutions to clients.
• Exploring penetration and cross sell opportunities to increase clients, AUM and TOI.
• Develop Investment Counsellors, Investment strategist, Researcher dedicated for Private segment to guide, coach and train sales staff at BUs/PB centers.

REQUIREMENTS

1. Educational Qualifications:

• University degree in Business, Finance, Economics,…
• MBA/CFA/CFR/others will be an added advantage.

2. Relevant Experience:

• 5+ years of managerial experience.
• 10 – 12 years in investment / product management experience (preferably in priority and private banking)

3. Relevant Knowledge/ Expertise:

• Proficient understanding of various asset classes, investment tools, and risk management practices.
• Deep understanding of financial markets, macroeconomic factors, and regulatory requirements.

4. Skills:

• Exceptional analytical, decision-making, and communication skills.

5. Others:

• Strong leadership & team management skills, high ethical standards and integrity etc.