WM Advisory Manager SHJ And NE

Job Description

Job Responsibility:

The incumbent will be responsible for:

• 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
• 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
• 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
• 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
• 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
• 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
• 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
  
  

• 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
  
  

• 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