Investment Product Manager

Bank SinoPac

Job Responsibilities:

  • Act as investment product specialist in wealth management department to motivate the sales of investment products, and work closely with relationship managers to meet sales target
  • Innovate and create new products, including drafting proposals, conducting due diligence, outlining dealing procedures, and assembling pitching book
  • Provide market comments, analysis and trade ideas on the products to relationship managers.
  • Deliver product training sessions to the relationship managers on new products
  • Ensure the product fully complies with compliance of legal and relevant regulation and understand risk approaches in deployment of product development

Job Requirements:

  • University degree in Finance, Economics or Business related disciplines
  • At least 5 years wealth management experience
  • Knowledge of investment products with experience in mutual funds and alternative products.
  • Familiar with up-to-date authorities requirements
  • Qualified individual to carry out regulated activities (Type 1& 4)
  • Fluent in both spoken and written English and Mandarin
  • Proficient in MS Office and Bloomberg applications 
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 企業銀行服務
  • 銀行 ‧ 金融服務 - 投資服務
僱用形式
  • 全職
教育程度
  • 學士

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