Distribution Wealth Banking Manager

Eastspring is a global asset manager with Asia at its core. We create a culture in which diversity is celebrated and inclusion assured, for our colleagues, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and in exchange, we support our people's career ambitions. We pledge to make Eastspring a place where you can Connect, Grow and Succeed.

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ROLE PURPOSE: To collaborate with private banking teams to promote mutual fund products, provide training, and deliver investment solutions aligned with clients’ financial goals. KEY RESPONSIBILITIES OF THE ROLE:

• Work closely with ttb Private Banking teams , solving problem to ensure that sales staff are well-equipped to offer mutual funds products effectively.
• Training and educate as well as providing mutual fund product feature, Structure Funds, Investment knowledge, economic situation and strategies to ttb sales staff.
• Visit clients and recommend investment plans that clients can use to achieve their financial goals and objectives.
• Participate in marketing activities i.e. booth activities, seminars, and clients visit to be in linewith the strategies planned
• Provide mutual fund products according investment strategies and goals
• Others assigned by team lead and senior leaders. QUALIFICATIONS and EXPERIENCE:
• Bachelor's degree or Master degree with minimum of 1-3 years of experience in mutual fund Relationship Manager or Private Fund business.
• Self-motivated and organized individual.
• Excellent communication and strong interpersonal skills.
• Problem solving and analytical skills. TECHNICAL/ FUNCTIONAL SKILLS:
• Expertise in wealth management products (mutual funds, bonds, insurance, structured products). ⦁ Financial planning and advisory for affluent clients. ⦁ Regulatory compliance and risk management knowledge. ⦁ Portfolio analysis and asset allocation.
• Familiarity with CRM and digital wealth platforms. BEHAVIOURAL COMPETENCIES AND SKILLS: ⦁ Client-Centric Approach. ⦁ Strong interpersonal and relationship-building skills. ⦁ Analytical and problem-solving ability.
• Adaptability and continuous learning.

 

Eastspring is an equal opportunity employer.  We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.