Assistant Manager, Product Risk Team

Job Purpose:
Support the Manager, Product Risk Team on product development of wealth management business, with a primary focus on (i) conducting product/issuer due diligence at inception and at ongoing basis, (ii) conducting regular review on product risk rating methodology and (iii) providing product related trainings.

Main Responsibilities:  

• Assist to conduct due diligence on issuers/fund houses and wealth management products (including funds, bonds, ILAS and structured products)
• Work closely with risk management departments, legal and compliance departments and support units in the product due diligence process
• Assist to conduct annual/monthly/event-driven reviews on the risks of wealth management products
• Develop training materials and provide wealth management products related trainings
• Develop and conduct regular review on the product risk rating and customer risk profiling methodologies
• Assist the selling process design of wealth management products
• Assist the WMD-related procedure maintenance
• Support projects related to wealth management business

 
Requirements:

• Strong quantitative and analytical skills
• Self-motivated and strong attention to details
• Good interpersonal and communication skills
• At least 3 years of work experience in the financial industry, of which 2 years should be related to wealth management, risk or treasury operation
• CFA or FRM preferred
• Strong knowledge in Excel