Job Description

Key Responsibilities

Support structuring of solution frameworks

• Assist in organising solutions across investments, bancassurance, and other offerings into clear, coherent frameworks.
• Support documentation of how solutions should be positioned and delivered to clients.
• Ensure alignment between product capabilities and segment-level solution strategy.

Translate solutions into RM-facing playbooks

• Develop practical RM playbooks, guides, and reference materials based on solution frameworks.
• Ensure materials are clear, structured, and usable in real client conversations.
• Support consistency of advisory standards across markets.

Support RM enablement and advisory models

• Assist in developing RM advisory approaches, coverage models, and engagement frameworks.
• Support the preparation of enablement materials (e.g. case examples, structured approaches, and client scenarios).
• Ensure alignment between RM capability and solution strategy.

Coordinate across product and country teams

• Liaise with product teams (investments, bancassurance, etc.) to gather inputs on solutions and partnerships.
• Work with country teams to understand local practices and constraints.
• Incorporate feedback to refine frameworks, playbooks, and materials.

Support adoption tracking and feedback loops

• Support the tracking of solution uptake and RM adoption across markets.
• Gather feedback on the practicality and effectiveness of solutions and enablement materials.
• Highlight gaps, inconsistencies, or areas for improvement.

Key Requirements

• Bachelor’s degree in a relevant discipline (Business, Banking, Finance, Accounting, Economics, Arts, or Law).
• 2–5 years of experience in banking, wealth, product support, sales support, or enablement roles.
• Exposure to an RM environment or customer engagement processes is preferred.
• Basic understanding of banking or wealth products (investments and insurance preferred).