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UOB

Director, Head for Retail Intermediaries, UOB Asset Management

UOB
BusinessCentral Region (City Area)Full-time2 weeks ago
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About the role

AI summarised

The Director, Head for Retail Intermediaries at UOB Asset Management leads the retail distribution strategy and team, driving sales of investment products through intermediary channels such as banks and financial advisors. This senior role involves managing relationships, developing business plans, and ensuring compliance with regulatory standards.

BusinessFull-timeGeneral

Key Responsibilities

  • Lead and manage the Retail Intermediaries team to achieve sales targets and business objectives.
  • Develop and execute distribution strategies for retail intermediary channels including banks, financial advisors, and other partners.
  • Build and maintain strong relationships with key intermediary partners to drive product placement and sales.
  • Identify and onboard new intermediary partners to expand distribution network.
  • Work closely with product and marketing teams to develop sales materials and campaigns.
  • Monitor market trends and competitor activities to adjust strategies accordingly.
  • Ensure compliance with regulatory requirements and internal policies in all distribution activities.
  • Provide regular reporting and analysis on sales performance and channel effectiveness.
  • Train and mentor team members to enhance their sales and product knowledge.

Requirements

  • Minimum 10 years of experience in asset management or financial services, with at least 5 years in a leadership role covering retail intermediaries.
  • Strong understanding of investment products including unit trusts, ETFs, and structured products.
  • Proven track record in achieving sales targets and developing distribution channels.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to build and maintain relationships with senior stakeholders at partner institutions.
  • In-depth knowledge of regulatory environment and compliance requirements in Singapore.
  • Degree in Business, Finance, Economics or related field. CFA or similar qualification preferred.
  • Strategic thinker with strong analytical and problem-solving abilities.
  • Self-motivated, results-oriented, and able to work in a fast-paced environment.