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