Distribution Wealth Banking Manager

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.