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