Main Roles and Responsibilities

  • Manage product selection and all related process (bonds & funds)
  • Conduct regular reviews and evaluation of existing products
  • 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 investment product information are well communicated and consistently updated.
  • Access risk and monitor LTV by applying sound ethical judgement
  • Work closely with Relationship Managers to ensure that the sales process is in accordance to MAS requirement
  • 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

Skills and Experience Required

  • Recognised 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 in English.
  • 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