Head, Investments & Wealth Products
Salary undisclosed
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If you are looking to excel and make a difference, take a closer look at us…
Functional (job responsibilities)
Strategic Product Development:
- Developing and implementing strategic plans for investment and wealth management products.
- Identifying market trends.
- Defining product roadmaps.
Product Management:
- Overseeing the entire product lifecycle and product shelf.
- Managing a portfolio of investment products.
- Ensuring product competitiveness and profitability.
Sales Support:
- Lead the product team to product training and support to distribution teams.
- Responsible for all marketing materials, campaigns and wealth events.
Cross-Functional Collaboration:
- Facilitating effective communication and collaboration between the product team and other departments.
Strategic Direction and Alignment:
- Translating company goals into actionable product strategies.
- Communicating the product vision.
- Overseeing the rollout of our key strategic partnerships across product and investment advisory
- Driving product capabilities through the synergy of investments, Bancassurance, Investment Research & Advisory and Marketing under one umbrella.
Managerial (team/group responsibilities)
Team Leadership and Development:
- Building and leading high-performing teams across Investments, Bancassurance, Marketing, and Investment Research & Advisory.
- Providing mentorship, coaching, and development opportunities to team members within each function.
- Fostering a collaborative and synergistic culture across these diverse teams to ensure alignment and effective execution of the wealth management strategy.
- Managing performance of team members, setting clear goals, providing feedback, and implementing performance improvement plans when necessary.
- Recruiting, hiring, and on-boarding new team members as needed.
Relationship Management:
- Building and maintaining strong relationships with key vendors, partners, and external stakeholders relevant to each function (e.g., insurance providers for Bancassurance, investment firms for product offerings).
- Collaborating with internal stakeholders across other departments within the bank (e.g., technology, operations, legal and compliance) to ensure effective product development, delivery, and support.
Performance Oversight and Integration:
- Overseeing the performance of each function (Investments, Bancassurance, Marketing, and Investment Research & Advisory), monitoring key metrics, and implementing strategies to optimize results.
- Ensuring effective integration and synergy between these functions to maximize product capabilities and deliver a seamless wealth management experience to clients.
Organizational (organizational responsibilities)
- Ensuring Alignment with Overall Bank Strategy: Ensuring that the investment and wealth products strategy aligns with the broader goals and objectives of the bank.
- Contributing to the Bank's Financial Performance: Contributing to revenue growth, profitability, and market share through the development and management of successful investment and wealth products.
- Adhering to Bank Policies and Procedures: Ensuring that all activities within the Investments & Wealth Products division comply with the bank's internal policies and procedures. This could include risk management policies, compliance policies, and operational procedures.
- Fostering a Positive Work Environment: Contributing a positive and productive work environment within the team and the broader organization.
- Driving Digital Transformation: Responsible for leveraging technology to enhance product offerings, improve customer experience, and increase efficiency.
Requirements:
- Possess Bachelor’s Degree in Finance, Economics, Business Administration, or a related field
- Minimum of 15 years of experience related to the development and management of investment and wealth management products
- Experience in managing the full product lifecycle
- Experience in leading and managing product teams
- Strong leadership abilities, strategic vision, championing innovation, and result-oriented
Certification/Licensing Requirements
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP)
About Hong Leong Bank
We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.
We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.
Realise your full potential at Hong Leong Bank by applying now.