Wealth Management Senior Executive

The Wealth Management team supports the Company’s fund distribution and sales activities by working closely with distribution partners, sales teams and internal departments. This role involves hands-on distributor support, investment-related discussions and ongoing coordination across multiple channels.

 1.       Distribution Channel Management & Investment Support

Communicate with, manage, and support distribution channels, including Institutional Unit Trust Advisers (IUTA), Corporate Unit Trust Advisers (CUTA), Agency, and Direct Sales teams, as follows:

• Engage IUTA (banks) through branch visits, mini events, virtual meeting sessions, client meetings, and joint appointments with relationship managers.
• Support the Direct Sales team as an investment specialist, recommending the Company’s in-house funds and selected third-party funds to complement clients’ portfolios based on their needs and risk profiles, including joint appointments, investment proposals, and post-sales support
• Assist in the onboarding, training and licensing-related support for Direct Sales team.
• Deliver market outlook and fund updates on the Company’s in-house funds, and arrange third-party sessions for Direct Sales, CUTA, and Agency distributors as needed.

2.       Market Outlook Support and Deck preparation

• Provide ad-hoc support in compiling and updating market and fund-related data for market outlook presentations and investment materials.
• Assist with data gathering and basic chart preparation for market outlook decks, in coordination with relevant teams.

3.       Third-Party Fund & Partner Management

• Manage communication with third-party fund partners/Unit Trust Management Companies (UTMCs) and distributors on fund-related, documents and due diligence matters.
• Provide fund updates and relevant information to internal teams and distribution partners.

4.       Other Duties and Responsibilities

• Undertake assigned responsibilities and perform other related or ad hoc duties in support of business objectives, as required by Management from time to time.

Requirements

1. Bachelor’s degree in Marketing, Finance, Business, or a related field.
2. 2 – 4 years of investment support, sales support or distribution-related roles within the asset management industry.
3. Strong proficiency in Microsoft Excel and PowerPoint, with the ability to prepare investment materials, presentations and basic charts.
4. Good written and verbal communication skills, with the ability to explain investment-related information clearly to internal and external stakeholders
5. Ability to work independently, prioritise tasks, and meet tight deadlines.
6. Familiarity with Lipper is an advantage.

Why Join Us?

• Exposure to a broad range of distribution channels: banks, advisers and direct sales teams, within a growing wealth management company.
• Opportunity to be directly involved in investment discussions, distributor engagement and fund positioning across in-house and third-party products.
• Be part of a collaborative environment that values initiative, accountability and professional development.