Assistant Vice President, Wealth Management (Sales Process) Wealth Management Department

Chong Hing Bank

Responsibilities:

  • Ensure smooth and efficient selling process in compliance with regulatory requirement
  • Prepare documentations on investment selling procedures and guidelines 
  • Review and implement necessary changes on investment operation related procedure and system design so as to comply with the relevant rules and regulations
  • Formulate and execute action plan regarding rectifications/improvements when there is comment/advice from regulatory bodies
  • Participate in system development projects (e.g. review user requirements, functional specification, test plan, conduct UAT…etc.) and maintain quality control on deliverables
  • Prepare and deliver training to frontlines before product rolled out
  • Negotiate with relevant parties, manage end-to-end processing procedures and closely work with various internal and external parties
  • Assist team head to handle ad hoc assignments as required

 

Requirements:

  • Bachelor Degree in Business Administration, Finance or related discipline
  • Minimum 3 years' relevant banking experience with solid experience in investment selling process, wealth management products or investment operations
  • Experience in quality check of investment selling is an advantage
  • Conversant with the banking rules and regulatory requirements
  • Experience in system development/enhancement project is an asset
  • Strong communication, interpersonal, analytical and problem solving skills
  • Strong self-motivation with ability to work under pressure
  • Good command of both spoken and written English and Chinese
  • Proficiency in MS Office Applications and Chinese Word Processing

 

更多工作資料
薪酬 薪金面議
待遇
  • 五天工作週
  • 生日假
  • 牙科計劃
  • 彈性花紅
  • 教育津貼
  • 考試假
  • 額外產假
  • 額外侍產假
  • 家屬醫療計劃
  • 保險計劃
  • 婚假
  • 醫療計劃
工種
  • 銀行 ‧ 金融服務 - 投資服務
  • 銀行 ‧ 金融服務 - 風險管理
  • 銀行 ‧ 金融服務 - 一般 · 其他
僱用形式
  • 全職
  • 長期
教育程度
  • 學士

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