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Experience
5 - 7 Years
Job Location
Education
Bachelor of Arts
Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function)
- Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products
- Training of Relationship Managers on selling and portfolio management for investments and Takaful
- Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
- Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking
1. Investment Products revenue growth and penetration increase
- Drive initiatives to increase investment revenues and penetration in priority banking customers
- Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios
2. Takaful Products revenue growth and penetration increase
- Drive initiatives to increase Takaful revenues and penetration in priority banking customers
- Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios
3. Training of RMs and on-job coaching
- Train all the RMs on investment and Takaful products
- On the job coaching of RMs for investments and Takaful products
4. Compliance and Prevention of Miss-selling
- Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
- Training of RMs on compliance and risks
- Ensure monitoring when required
5. Efficient team oversight and development
- Oversee team activity, Drive revenue, ensure highest quality standards are maintained
- Allocate sub-targets and assist segment to achieve their budgets
- Ensure continuous professional (hard and soft skill) development of team members
6.Product and platform development
- Work closely with product team and various other stake holders to ensure smooth delivery of investment products
- Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plat
Desired Candidate Profile
u>Job Responsibility:/u>
The incumbent will be responsible for:
u>Job Skills & Qualifications:/u>
- Bachelor s degree in Finance
- CFA certification
- CISI Certification / Other Certifications
- 5+ years of similar experience in other banks or wealth management institutions
- Experience as wealth manager for at least 3 years
- Experience in investment product management of at least 3 years
- Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME
u>What we offer you:/u>
- Competitive salary package
- Strong emphasis on work-life balance and wellbeing across the bank
- World-class Learning & Development platform and career development
- Generous annual leave entitlement and Private Healthcare
- Preferential banking facilities for employees
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Finance
- Treasury
Keywords
- WM Advisory Manager SHJ & NE
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