AVP, Investment Product and Business Development

OCBC Bank (Hong Kong) Limited

Responsibilities

  • To lead, drive and support Investment related projects and change initiatives, including local/regional driven programs
  • To own and oversee all investment product related sales suitability processes including systems and procedures where applicable
  • To design and implement improvements to Investment sales and ordering process
  • To support and address all investment product risk and compliance
  • To improve and provide routine investment suitability training
  • To support the resolution of process- or system related Incidents.

Requirements

  • University degree is preferred
  • Possess HKSI with CFA is a definite advantage
  • At least 5 years of relevant project management experience as a Business Analyst / Change Manager in Wealth Management projects
  • 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 and customer centric mindset
  • Strong in project management and presentation
  • Good knowledge of PC application software including Excel & PowerPoint
更多工作資料
薪酬 薪金面議
待遇
  • 五天工作週
  • 生日假
  • 彈性花紅
  • 家屬醫療計劃
  • 保險計劃
  • 醫療計劃
工種
  • 銀行 ‧ 金融服務 - 投資服務
教育程度
  • 學士

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