Vice President, High Net Worth & Affluent Segment – Permodalan Nasional Berhad
Role Summary
The Vice President, High Net Worth & Affluent Segment is responsible for defining and executing the sales and distribution strategy for the High Net Worth (HNW) and Affluent segments. This role involves leading initiatives that enhance product value, deepen client engagement, and influence investment behavior within the segment.
Job Description
In this role, you will support the Head of Segment in daily operations, focusing on strategy development and execution. You will collaborate with various stakeholders to drive business growth and enhance client relationships.
Key Responsibilities:
- Define and execute sales and distribution strategies for HNW and Affluent segments.
- Lead initiatives to strengthen product value propositions.
- Deepen client engagement through targeted campaigns.
- Influence customer investment behavior within the segment.
- Manage stakeholder relationships effectively.
- Oversee business development activities.
- Collaborate with cross-functional teams to achieve strategic goals.
Job Requirements
Bachelor’s Degree in any discipline.
Minimum of 8 years’ experience in investment management, unit trust, banking, or related financial services roles.
Experience in product strategy, sales strategy, segment management, or investment-related roles.
Strong understanding of unit trust products and market dynamics.
Proven capability in sales campaign ideation and execution.
Excellent communication and stakeholder management skills.
Fluent in English and Bahasa Malaysia.
Quick Info
Company
Permodalan Nasional Berhad
Location
Kuala Lumpur
Salary
Undisclosed
Skills Required
7 skills
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Required Skills
Sales Strategy
Stakeholder Management
Investment Management
Product Development
Campaign Execution
Client Engagement
Market Analysis
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