Manager / AVP, Investment Solutions

Job Summary:

Assist the Head of Investment Solutions to formulate investment insight and product solutions for both internal & external customers, covering both HK and MO.

What you will be doing:

• Assist the team head to consolidate, review and promote the Group market researches and investment insights

• Assist the team head to identify and disseminate the Group market researches and investment insights to internal and external customer

• Assist the team head to explore with internal parties on the needs of market research and investment insights

• Assist the team head to consult and obtain approval from internal parties in the distribution of market research, investment insights and related publications

• Assist the team head to produce sales tools for the sales force to promote the bank's investment products

• Assist the team head to organize and support marketing activities include but no limited to seminar and luncheon

• Assist the team head to enrich relationship manager investment professionalism by regular house view update

• Assist the team head to enhance wealth management publication by using social media

• Ride on e-channel such as video/ virtual seminar to provide investment solutions to both customer and relationship manager

• Support Investment marketing promotion arrangement with Branch

• Assist the team head to design and maintain website/ App Investment promotion and information content

• Support the Wealth Management Connect (WMC) business in collaboration with a Chinese partner bank

What we are looking for:

• University degree in Economics, Finance or other related disciplines

• Minimum 3 years’ related experience

• Good knowledge of PC application software including Excel & PowerPoint.

• With deep understanding of economic / financial theory of the investment process and production environment

• Excellent written and verbal communication skills in English, Cantonese and Mandarin

• Strong event organization skills and experience

• Ability to effectively present information to both internal and external clients

• Willing to travel to Mainland China and Macau to support the Wealth Management Connect (WMC) business and OCBC Macau by conduct the seminar to share Group’s house view

• Experience in public speaker and media exposure is a plus

• Possess HKSI qualification for licensing