全职 Vice President Investment Solution 工作, 薪水, Kenanga Group Federal Territory 公司招聘中 - Ricebowl

JOB PURPOSE / OBJECTIVE

• Tasked to evaluate, onboard, and manage multiple 3rd Party Unit Trusts and Private Retirement Scheme (PRS) partners and products.
• Maintain strategic commercial relationships with 3rd party fund providers and product suppliers to drive product availability and revenue optimisation.
• Provide lead support in originating sales campaigns, marketing initiatives, and joint promotional events to achieve Wealth Management sales targets and fee income profitability.
• Provide comprehensive sales support, market intelligence, product training, and joint field activities for distribution channels.

KEY RESPONSIBILITIES

1. Product Lifecycle & Supplier Relationship Management

• Net fee income and revenue contribution from 3rd party fund shelf.
• Annual product shelf review completion.
• Number of formal partner reviews and QBRs conducted.

2.Sales Campaign Origination & Channel Support

• Total sales production and AUM growth achieved via campaigns.
• Sales channel participation rate and campaign ROI.
• Number of sales support toolkits deployed and training
• sessions/roadshows conducted.

3.Partners & Product Emplacement (Onboarding)

• Number of 3rd party fund proposals evaluated and onboarded.
• Turnaround time from product evaluation to launch readiness.
• Full compliance with regulatory and legal frameworks.

4.Product Planning & Market Analysis

• Percentage of viable product ideas generated and commercialised.
• Delivery of monthly/quarterly market intelligence reports to key stakeholders

QUALIFICATIONS, EXPERIENCE AND COMPETENCIES

• Degree in Finance, Business Administration, Economics, or equivalent.
• Minimum 5 to 8 years of relevant experience within financial institutions, asset management, or investment banking focusing on product development, fund placement, or wealth management solutions.