Manager, Investment Product & Distribution

Responsibilities

• Conduct issuer and product due diligence for new product launch and on-going basis
• Assist to develop business requirements on projects including new products, workflows and conduct gap analysis
• Prepare business statistics and reports for management reviews
• Provide support in product launch, system enhancement and running of marketing programs
• Prepare/ revise operational procedure and guidelines to meet with regulatory requirements
• Provide training and update to the Relationship Managers on product
• Provide support in ad hoc projects as assigned

Requirements

• University degree is preferred
• Possess HKSI with CFA is a definite advantage
• At least 2 years in investment product development
• Good knowledge of PC application software including Excel & PowerPoint
• Ability to work independently and analyze situations with prioritize.
• Attention to details with strong organizational and time management.
• Able to communicate effectively with influencing
• Strong compliance mindset
• Strong in project management and presentation