Unit Trust Team Lead

Hong Leong BankKuala Lumpur, Kuala Lumpur, Malaysia

2 days ago

Job description

If you are looking to excel and make a difference, take a closer look at us…

Key Responsibilities (Functional) :

Strategic Planning and Implementation : Develop and execute fund strategies and business plans across online and offline channels to meet financial targets.

Product Due Diligence and Evaluation : Lead the fund due diligence and product evaluation process in collaboration with Fund Managers for onboarding new funds - public market or private market.

Relationship Management : Manage and enhance business relationships with asset managers, Unit Trust Management Companies, and internal stakeholders, including HLB SG, to secure quality products.

Marketing Strategy : Collaborate with the Wealth Marketing team to formulate and implement effective product marketing strategies to drive Unit Trust business growth.

Market Analysis and Feedback : Provide regular feedback on research developments and keep track on the market trends in the local and regional financial services market that helps in product designing.

Compliance and Risk Management : Implement and enforce rules and guidelines to ensure compliance with all internal and external legal, compliance, and risk management requirements.

Training and Development : Collaborate with Investment Counsellors to ensure frontline staff receive appropriate initial and ongoing training.

Product Program and Policy Updates : Oversee the update of product programs and policies to improve sales processes and meet regulatory requirements.

Team Leadership (for Team Lead) : Manage and mentor a team of product managers, fostering a collaborative and high-performance environment.

Business Development : Build up the bank's Unit Trust products fee income, assets under management (AUM), and overall sales.

Organizational :

Build up banks Unit Trust products Fee Income Build up banks Unit Trust AUM Build up banks Unit Trust products sales and product penetration

Education / Qualification :

Undergraduate degree in Accounting, Banking, Investment, Finance, or a related field.

Experience :

Minimum 5-7 years of relevant experience in Wealth Management, Asset Management, Financial / Investment field, with demonstrated leadership experience for Team Head role.

Skills :

Strong interpersonal skills : personable, approachable, and collaborative. Proficient in MS Office Suite (PowerPoint, Excel, Word). Excellent communication, presentation, and negotiation skills. Strong analytical and problem-solving abilities. In-depth knowledge of unit trust products and the financial market.

About Hong Leong Bank

We are a leading financial institution in Malaysia backed by a century of entrepreneurial heritage. Providing comprehensive financial services guided by a Digital-at-the-Core ethos has earned us industry recognition and accolades for our innovative approach in making banking simpler and more effortless for our customers. Our digital and physical offerings span across a vast nationwide network in Malaysia, strengthened with an expanding regional presence in Singapore, Hong Kong, Vietnam, Cambodia, and China.

We seek to strike a balance between diversity, inclusion and merit to achieve our mission of infusing diversity in thinking and skillsets into our organisation. Candidates are assessed based on merit and potential, in line with our mission to attract and recruit the best talent available. Expanding on our “Digital at the Core” ethos, we are progressively digitising the employee journey and experience to provide a strong foundation for our people to drive life-long learning, achieve their career aspirations and grow talent from within our organisation.

Realise your full potential at Hong Leong Bank by applying now.

Hong Leong Bank (“HLB”) stands proudly as a leading financial services institution based in Malaysia, providing a wide range of comprehensive and innovative financial solutions across the region. These services are delivered through both digital and traditional means, via online and mobile banking, as well as our digital branch concept to provide customers with an efficient and seamless experience aided by technology.As the service and financial landscape changes rapidly with the ever-increasing use of technology, staying attuned to customers needs and desires becomes even more critical to HLB’s operations. To stay ahead of these dynamic changes, the Bank has adopted the approach of reimagining banking by embedding digital considerations and customer centricity in every aspect of our operations, from products and services as well as customer care and engagement.HLB’s ethos of being Digital-At-The-Core powered by customers-at-the-forefront will continue to lead us to innovate offerings in line with our aspiration of being a highly digital and innovative financial services organization.

#J-18808-Ljbffr

Create a job alert for this search

Team Lead • Kuala Lumpur, Kuala Lumpur, Malaysia

Related jobs

Promoted

Business Consultant Team Lead (MY)

StoreHubKuala Lumpur, Kuala Lumpur, Malaysia

Are you driven, results-oriented and a team player? With 17,000+ retailers and restaurants in over 15 countries, StoreHub is on a mission to enable everyone, big or small, to build successful busin...Show moreLast updated: 30+ days ago

Promoted

Global IT Support Manager

Michael PageKuala Selangor, Kuala Selangor, Malaysia

Great benefits and compensation.Take ownership of strategic initiatives and gain exposure to global leadership.The employer is a large organization within the Transport & Distribution industry, kno...Show moreLast updated: 7 days ago

Promoted

Team Lead / Deputy Team Lead - Account Maintenance Group, Channel Ops

UOBKuala Lumpur, Kuala Lumpur, Malaysia

Team Lead / Deputy Team Lead - Account Maintenance Group, Channel Ops.United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 ...Show moreLast updated: 30+ days ago

Promoted

Enablement Partner, Adoption

SEEKKlang City, Selangor, Malaysia

SEEK’s portfolio of diverse businesses make a positive impact on a truly global scale.Our purpose is to help people live more fulfilling and productive working lives and helps organisations succeed...Show moreLast updated: 30+ days ago

Promoted

Head of Global Common Operations

NexperiaSeremban, Negeri Sembilan, Malaysia

Head of Global Common Operations page is loaded## Head of Global Common Operationslocations : Serembanposted on : Posted Todayjob requisition id : R- • •About the job • •The Head of IT Global Commo...Show moreLast updated: 30+ days ago

Promoted

AR Team Lead

SYNNEXPetaling Jaya, Selangor, Malaysia

Manage Accounts Receivable (AR) transactional functions in Malaysia Centre of Excellence (CoE) – comprising 2 functions : Cash Application and Billing, made up of 10+ assorted senior, junior and ent...Show moreLast updated: 30+ days ago

Promoted

Senior User Acquisition (UA) Manager

Pixlr GroupSepang, Sepang, Malaysia

Pixlr is one of the world’s leading photo editing platforms, helping millions of users transform creativity into stunning visuals every month. Our subscription-driven apps are powered by cutting-edg...Show moreLast updated: 5 days ago

Promoted

Director Group Digital Workplace

DKSHKuala Selangor, Kuala Selangor, Malaysia

Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.DKSH Digital & IT is dedicated to supporting a wide range of state-of-the-art system solutions that connect thousands of people around the ...Show moreLast updated: 30+ days ago

Promoted

Loan Consultant Team Lead

Direct LendingKuala Lumpur, Kuala Lumpur, Malaysia

We are looking for a Loan Consultant Team Lead to join our team to help grow our microfinancing operations and foster strong relationships with our partners. Attractive basic salary with uncapped co...Show moreLast updated: 30+ days ago

Promoted

Financial Crime Compliance Lead (Global)

ReapSelayang Municipal Council, Selayang Municipal Council, Malaysia

Financial Crime Compliance Lead (Global).Reap is a global financial technology company headquartered in Hong Kong that enables financial connectivity and access for businesses worldwide by combinin...Show moreLast updated: 15 days ago

Promoted

Outlet Manager (Spa and Wellness Centre) in Mont Kiara [GG]

Polymorph RecruitmentMont Kiara, Kuala Lumpur, Malaysia

SPM / Diploma in Hospitality / Tourism / Hotel Mgmt or equivalent.Good leadership & decision-making skills.Prior experience in beauty & wellness industry preferred. Independent, confident & ab...Show moreLast updated: 1 day ago

Promoted

Quality Team Lead - Cantonese

Teleperformance InternationalSelangorMalaysia, Selangor, Malaysia

We are looking for a dedicated.The role will be responsible for ensuring service excellence, driving compliance with quality standards, and mentoring a team of Quality Analysts.Bachelor’s degree or...Show moreLast updated: 7 days ago

Promoted

Lead Engineer

Soft Space Sdn BhdPort Klang, Port Klang, Malaysia

We are seeking a technically strong leader based in Malaysia to head our North America region projects.The Lead Engineer will take ownership of regional delivery, technical solutioning, and team le...Show moreLast updated: 5 days ago

Promoted

IT Infrastructure Team Lead

BusinesslistKuala Lumpur, Kuala Lumpur, Malaysia

IT Infrastructure Team Lead Posting Date : 14 Aug 2025 | Close Date : 12 Nov 2025.To lead the Infrastructure team towards a highly integrated and reliable IT system for the organization and operate ...Show moreLast updated: 30+ days ago

Promoted

Division CFO, Trilogy (Remote) - $400,000 / year USD

TrilogySepang, Selangor, Malaysia

Division CFO, Trilogy (Remote) - $400,000 / year USD.Trilogy Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia.Be among the first 25 applicants. This range is provided by Trilogy.Your actual p...Show moreLast updated: 30+ days ago

Promoted

Utilities Engineer

LonzaSemenyih, Selangor, Malaysia

Today, Lonza is a global leader in life sciences operating across five continents.While we work in science, there’s no magic formula to how we do it. Our greatest scientific solution is dedicated in...Show moreLast updated: 7 days ago

Promoted

Business Consultant Team Lead (MY)

StoreHub Sdn Bhd, OneStoreHub Pte LtdKuala Lumpur, Kuala Lumpur, Malaysia

Are you driven, results-oriented and a team player?.With 17,000+ retailers and restaurants in over 15 countries, StoreHub is on a mission to enable everyone, big or small, to build successful busin...Show moreLast updated: 28 days ago

Promoted

Product Safety & Quality Lead

BusinesslistKepong, Kuala Lumpur, Malaysia

Develop and implement product safety and quality assurance processes.Conduct regular audits to ensure compliance with regulatory and company standards. Collaborate with cross-functional teams to add...Show moreLast updated: 30+ days ago