Associate Director, Multiple Asset Allocation & Wealth Management Solutions

Summary

As a key member of the wealth management team, you will lead and drive multiple operational projects related to the development and management of innovative digital wealth and multiple asset allocations. You will oversee client onboarding procedures, facilitate cross-functional collaboration, ensure regulatory compliance, and support system enhancements to optimize operational efficiency and risk management. Serving as a trusted advisor to senior leadership, you will also play a critical role in shaping policies, maintaining compliance, and advancing the business's operations.

Responsibilities

• Conduct research, analysis, evaluation, and regular updates on global market trends at both asset type level and product level, including mutual funds, hedge funds, private equity, private credit, bonds, structured products, precious metals, and other alternative investment products.
• Provide product support, wealth management solutions, and investment expertise to advisors and clients, helping address queries and explain sophisticated structures of investment products.
• Participate in product due diligence, regular review and evaluation on product issuers/providers and their products.
• Introduce quality business partners to the Bank, key tasks include, but are not limited to, product issuers/managers evaluation, distribution agreement coordination, and operational flow monitoring.
• Conduct regular review on current products to ensure the compliance requirements are well satisfied. Perform periodic review on internal policies and procedures.
• Update the latest information on onboarded products and assets, including, but not limited to, risk rating, performance, consistency, profitability, tenor, derivative use, and complex products.
• Develop and enhance asset allocation/robo-advisory service with AI integration.
• Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.

Requirements

• Degree holder or above in business, finance, or related disciplines
• Holder of professional qualifications in Finance (eg, CFA, FRM) or Investment discipline will be a plus
• 8 years of solid working experience in banking or the financial industry, particularly in the business /product management of private banking or private wealth management will be a plus
• Possesses solid knowledge in multiple asset types and various investment products, familiar with regulatory requirements
• Strong communications, organizational, analytical, and problem-solving skills
• Agile and flexible to adapt
• Strong computer skills and proficient in using AI tools, with prior experience in system enhancement project
• Good command of written and spoken English and Chinese (including Putonghua)