Investment Products Management Manager - Wealth Products Management

Position Summary

Responsible for assisting Section Head to drive retail investment revenue growth under Personal Banking Division (“PBD”), BEA Hong Kong (“BEAHK”).  As PBD’s investment champion to oversight and drive enhancement and/or projects on investment product delivery (include Unit Trusts, Bonds, Structured Products, Treasury and FX products), sales process and procedure, system enhancement and digital journey, while ensuring all initiatives are in compliance with the Bank’s internal process and procedures, as well as the latest guidelines from regulators in Hong Kong and the Mainland.

Responsibilities

• Assist Section Head, Wealth Products Management Department, Personal Banking Division (“PBD”) of BEA Hong Kong (“The Bank”) to drive retail investment revenue growth
• Ensure appropriate procedure, system and platform support to enable effective implementation of retail investment services to suit the needs of retail customers
• Keep abreast of the latest market/industry development to upkeep the Bank’s market competitiveness in terms of product, channel delivery and customer experience
• Ensure compliance of regulatory requirement and proper governance on investment products deliver (include Risk Assessment/Profiling Questionnaire, suitability assessment, distribution of Investment products through digital channels, customer journey of vulnerable customers, etc.)
• Comply with all applicable policies, rules, guidelines and regulations prescribed by regulators in Hong Kong and the Mainland as well as the Bank
• Communicate and work effectively with internal and external stakeholders in implementing business initiatives in a timely and effective manner
• Comply with all applicable regulations, rules, codes, guidelines and standards set by regulators and the Bank, and carry out duties with high integrity
• Adhere to all established risk control guidelines, procedures and measures to identify, assess, report, mitigate and monitor the risks involved in the day-to-day work
• Perform ad hoc tasks or projects for Section Head and Department Head as required from time to time

Requirements

• University graduate in Business Administration, Finance, Economics, Marketing or related discipline preferred;
• A minimum of 5 years’ of experience in the banking sector or financial industry, preferably in wealth management products development or management, segment management, business management, product marketing, or distribution and sales support management position which include:
• Solid experience in retails investment products management, which includes product development and/or delivery, investment product compliance, project management, distribution in banking or financial services industry, with a strong track record on business performance
• Competent knowledge of retail bank’s wealth management products & services
• A team leader/player with strong ownership, interpersonal, communication and analytical skills; strong command of written and verbal English and Chinese
• Independent, self-motivated and good problem solving skills
• Proficiency in Excel, Word and PowerPoint
• Relevant HKIB qualification is an advantage