VP, Unit Trust Product Manager, PFS
On-siteKuala Lumpur, Kuala Lumpur, Malaysia
Job Summary
Drive the development, review, and lifecycle management of Unit Trust products to support the Bank's wealth management objectives. Formulate and execute product strategies and business plans to achieve growth targets in assets under management, sales, and profitability. Lead the assessment, onboarding, and launch of new products, including due diligence, approval processes, and implementation. Manage product-related matters such as material events, fund mergers, closures, corporate actions, and regulatory changes while ensuring compliance with internal policies and frameworks. Act as the key liaison between fund houses, internal stakeholders, and external partners to drive product penetration and business growth. Collaborate with Technology and Operations teams to lead system enhancements, user acceptance testing, and process improvements. Monitor and improve product processes, controls, and service delivery standards to enhance customer and operational outcomes.
Required Qualifications
- Bachelor's Degree in Finance, Business, Economics or a related discipline
- Minimum 5 years of relevant experience in Wealth Management, Asset Management, Unit Trust, Investment Products or Product Management
- at least 3 years in a product management role
- Strong understanding of Unit Trust products, investment markets, wealth management practices and product governance frameworks
- Sound knowledge of regulatory requirements, compliance expectations and risk management principles relating to investment products
- Excellent analytical, problem-solving and project management skills with the ability to manage multiple initiatives simultaneously
- Strong interpersonal, communication and stakeholder management skills, with the ability to influence and collaborate effectively across all levels of the organization
- Proficient in data analysis and presentation tools, with the ability to leverage data to support business decisions and product strategies
- Strong knowledge of investment products, particularly Unit Trusts, mutual funds and managed investment solutions
- Demonstrated ability to develop, execute and monitor product strategies and business growth initiatives
- Strong product governance and regulatory management capabilities
- Ability to analyse sales, AUM, profitability, customer and market data to identify trends, opportunities and actionable insights
- Experience in product launch management, project implementation and stakeholder coordination
- Strong understanding of operational processes, system workflows and change management within a banking or wealth management environment
- Commercially driven with the ability to balance business growth objectives, customer outcomes and risk considerations
Desired Qualifications
- Professional qualifications such as CFA, CAIA, CFP, FIMM, IPPC or equivalent
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