- Good understanding of investment products for private wealth and private banking customers (e.g. mutual funds, private equity, bonds, structured products etc.) in Hong Kong market.
- Set and drive strategy for investment products, including product innovation, product analysis, marketing strategies so as to improve end-to-end customer experience, expand market share and achieve business targets
- Design product life cycle processes and systems platform (including sales processes, new product development, due diligence, onboarding, portfolio management, and product exit strategy)
- Provide product training and market investment updates to front-liners and channels
- In-depth knowledge of HKMA and SFC regulations e.g. Type 1 and 4 licenses
- Coordinate with internal stakeholders including Sales, Legal and Compliance, Risk and Operations to ensure end-to-end process compliance with internal and external regulatory requirements.
- Minimum Bachelor’s degree from full-time university studies , with degrees in Finance and Economics or related disciplines. CFA and FRM qualifications are preferred
- Minimum 5-8 years relevant banking experience in Hong Kong market in managing investment products portfolios in Consumer Banking (Private Wealth management) and/or Private Banking
- In depth knowledge of HKMA and SFC requirements (in particular Type 1 and 4 licenses), with preference given to prior experience in license applications.
- Able to independently develop investment product business policies and procedures manuals (e.g. investment sales processes, product risk ratings etc.)
- Project Management experience, including writing user requirements, UAT system testing, UI and UX.
- Excellent communication skills, and able to engage multiple stakeholders actively
- Independent and able to work under pressure within a tight deadline
- Fluent in written and spoken business Chinese, and English.
We offer competitive package to the right candidates. Interested parties please send your resume with current & expected salary by clicking “Apply Now” button.
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