Responsibilities

• Manage product selection and all related process across unit trusts, bonds, insurance, trust/family office solutions, DPM and financing.
• Conduct regular reviews and evaluation of existing products and partners.
• Work closely with external partners/ alliance for product monitoring and evaluation.
• Review internal work process and procedures such as transaction work procedure, preparation of presentation materials, approval of transaction documents and follow up actions with clients.
• Ensure that all product information are well communicated and consistently updated.
• Access risk and monitor LTV via reporting to Credit Department and Management.
• Work closely with Client Advisers to ensure that the sales process is in accordance to MAS requirement and Fair Dealing guidelines.
• Ensure that internal policies and transaction activities are updated as per MAS regulations and requirements.
• Any other tasks assigned by HOD and management from time to time.

Requirements

• Recognized Bachelor’s/ University degree or equivalent experience.
• Preferably a CACS and CMFAS – M9, M9A, M5, HI holder.
• Possesses at least 3-5 years of relevant experiences in a similar capacity.
• Excellent writing ability and verbal communication.
• Able to communicate in Mandarin to liaise with internal and external stakeholders.
• Strong knowledge of industry and competitor products/ services.
• Ability to work in a fast pace environment.

Salary: $7,000 - $10,000 Per Month