Manage investment product offering to achieve the sales and revenue target.
Initiate new investment products with timely launch and ensure necessary approvals. Coordinate end-to-end with product providers, regional DII, sales channels, and other related parties.
Monitor and evaluate products launched to gather information for future product opportunities.
Keep up to date with investment product trends and macroeconomic trends in order to channel into and generate new product ideas.
Launch and support marketing and promotional activities / sales campaigns for sales staff and customers.
Manage relationships with fund house partners to ensure ongoing communication and co-operation.
Ensure all products are compliant with corporate guidelines and regulations.
Handle document process for investment products (e.g. fund agreements, fund fee reports, funds approvals).
Assist to solve problems and handle customer complaints.
Analyze imacro-economics and monitor the investment environment to construct an appropriate investment recommendation for clients.
Continuously monitor investment products performance and dynamically change strategies according to the performance.
Investment Process improvement and digital wealth product initiatives.
Leadership and people management to drive for team development to ensure the competencies are robust and responsive to existing and future strategic direction of UOB.
Qualifications
Bachelor’s degree major in engineering, business administration, finance, or marketing. MBA is a plus.
Minimum 10 years working experience in Retail Banking, Financial services with the strong background in investment product.
Strong strategic thinking with analytical skill.
High accountability.
Strong team leader with good interpersonal skill.
Strong project management skill.
Able to manage/convince others.
Good command of spoken/written English.
Skills
Financial Services
English
Banking
Strategic Thinking
Functions
Accounting & Finance
Job Overview
Job Type:
Hybrid
Company
UOB
72 active jobs
Industry:
Banking & Finance
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