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Analyzes clients' financial situations and risk tolerance to create suitable unit trust investment plans
Build diversified portfolios and provide continous financial advice and portfolio monitoring
The primary role of a Processor is to attend to Unit Trust transactions for customer and ensure timely and accurate processing
Involvement and support in project/ enhancement testing and verification
Incumbent must ensure strict adherence to Bank policies, procedures and operational controls. He/ She must contribute as a team member to meet agreed processing turnaround time and customer service excellence
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Candidates should possess strong Financial Planning and Retirement Planning skills to assess client needs and design appropriate long-term strategies.
Candidates should possess solid knowledge in Finance and Investments to analyze markets, interpret product information, and construct diversified portfolios.
Candidates should possess Financial Advisory skills to communicate complex concepts clearly, provide suitable recommendations, and build trusted client relationships.
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Implement products strategy and business plans to achieve Unit Trust financial targets.
Due diligence and product evaluation for unit trust on-boarding process and manage relationship with UTMCs to secure quality products, in compliance to regulatory requirement and internal guidelines.
Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
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Oversee daily operations of the Unit Trust Operations department, ensuring accurate and timely processing of subscriptions, redemptions, and switching transactions
Manage and supervise the Unit Trust Operations team, providing guidance, coaching, and performance development
Ensure compliance with regulatory requirements from MAS and other governing bodies
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Implement products strategy and business plans to achieve Unit Trust financial targets.
Due diligence and product evaluation for unit trust on-boarding process and manage relationship with UTMCs to secure quality products, in compliance to regulatory requirement and internal guidelines.
Implement products strategy and business plans cover online & offline channel to achieve Unit Trust financial targets
Conduct fund due diligence and product evaluation with the Fund Manager for on-boarding unit trust funds
Manage business relationship with asset managers and internal stakeholders including HLB SG, with the objective of securing quality products, in compliance to regulatory requirement and internal guidelines
...
The primary role of a Processor is to attend to Unit Trust transactions for customer and ensure timely and accurate processing
Involvement and support in project/ enhancement testing and verification
Incumbent must ensure strict adherence to Bank policies, procedures and operational controls. He/ She must contribute as a team member to meet agreed processing turnaround time and customer service excellence
...