Experience

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  Alliance bank malaysia berhad

  Jun 2010 - Sept 2012

  Senior executive – investment services

  New Product Development & Initiatives Assist the Head of Department to roll out New Unit Trust Funds & perform Due Diligence for launch of new Unit Trust Fund in a timely manner. Support end-to end process to ensure a smooth new fund launch i.e UTNS System Maintenance for New Funds, FIMM Lodgement of New Unit Trust Funds, Fund Launch & Campaign announcements.Business Analytics Prepared Daily & Monthly Analytics report to assist the Sales team to track their individual performance. Prepared monthly sales & commission Reports for Business Performance Management Dept. Prepared the sales campaigns updates & campaigns incentive for campaign qualifiers at the end of each sales campaign.UTNS System Maintenance & Enhancement Ensure proper UTNS system maintenance for BAU fund setup, FEL sharing & FEL promotions. Initiated system enhancement for FY 2012/2013 – to cater for new campaign initiative & compliance requirements.Marketing Communications - Internal & External Customers Actively involved to developing communication to external customers via SMS Blasts, Letters toCustomers, Quarterly Investors’ Communiqué. Actively involved in developing above the line & below the line marketing collaterals for new product launches, new campaigns, revamping of existing product on platform as well as cross-selling initiatives. Provide timely Fund House Announcements & Updates on products / campaigns to sales person Tunjukkan kurang

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  Kenanga group

  Sept 2012 - Jan 2014

  Asst vice president - product mgt, wealth mgt

  New Product Development & Initiatives:~ Assist the Head of Department to roll out New Unit Trust Funds / Private Retirement Scheme & perform Due Diligence for launch of the new products in a timely manner.~ Prepared and launched the remuneration & commission scheme for Wealth Management's Salaried Sales Personnel & Commission Sales Personnel.Business Analytic: ~ Prepared Daily & Monthly Analytic report to assist the Sales team to track their individual performance.~ Prepared monthly sales & commission Reports for Business Performance Management Dept.~ Prepared the sales campaigns updates & campaigns incentive for campaign qualifiers at the end of each sales campaign.Marketing Communications - Internal & External Customers: ~ Actively involved in developing above the line & below the line marketing collateral for new product launches, new campaigns, revamping of existing product on platform as well as cross-selling initiatives.~ Provide timely Fund House Announcements & Updates on products / campaigns to sales person~ Develop the Recruitment Presentation Deck & High Net Worth Client Presentation Deck. Tunjukkan kurang

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  Hong leong bank berhad

  Feb 2014 - Jul 2016

  Manager, investment product

  New Product Development & Initiatives~Performed Due Diligence and on-board additional Unit Trust Management Company on the product platform.~ Perform Due Diligence for new Unit Trust Fund and prepare for launch of new Unit Trust Fund in a timely manner.~ Support end-to end process to ensure a smooth new fund launch i.e. UTNS System Maintenance for New Funds,~ FIMM Lodgement of New Unit Trust Funds, Fund Launch & Campaign announcements.~ Conduct Induction Training for new-hire on Investments and Unit Trust.Marketing Communications - Internal & External Customers~ Develop the Portfolio Sales Kit for Unit Trust product targeting at Retirement & Education Planning.~ Prepare the write-up for Unit Trust product for Unit Trust and timely maintenance of information on corporate website.~ Provide timely Fund House Announcements & Updates to sales distribution channel. Tunjukkan kurang

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  Manulife investment management

  Jul 2016 - now

  Head of wealth distribution support

  1. Oversee the Wealth Distribution Support Team in supporting the business requirements of both Agency & Partnership Channel in current market environment.2. To support new strategic objectives with Agency Sales. 3. To work closely with various stakeholders such as Marketing Dept, Product, Compliance and Fund Management and to even lead them in supporting RWD Business.4. To support the launch of new funds for both Agency & Partnership Channel; including to provide proposition and contents for marketing materials, to develop presentation deck for the funds, provide sales support for fund launch activities. 5. To oversee the on-boarding of new distributors for partnership channel; including the review on Master Distribution Agreements, 3rd Party Due Dilligence of the Distributors, ensuring completion of product RFIs, system setup readiness, fund launch readiness etc. 6. To conceptualize and launch tactical incentive campaigns for both Agency & Partnership Channel to drive incremental sales / AUM retention. This includes the paperwork for sales campaigns, campaign tracking and campaign fulfillment.7. To work with various stakeholders such as Regional Marketing, Regional Investment Team, Local Marketing, Local Investment Team to develop tools to support sales process, such as digital marketing sites, short videos, product placemats etc. 8. Responsible to compile and prepare management reports for Regional Office, Group Finance and EMT meetings for both Agency & Partnership Channel. Tunjukkan kurang