Manager, Investment Fund (Wealth Product Department)

Responsibilities:

• Explore new product ideas that are suitable for Private Banking / Private Wealth Management / Retail clients and handle full product life cycle, obtaining internal product approval, preparing product material, active marketing and providing after sales support

• Work closely with frontline in identifying customer needs and achieving business targets

• Participate in investment meetings to provide suitable product ideas and conduct presentations

• Perform on-going due diligence on fund houses and products, and ensure compliance with regulatory requirements

• Drive enhancements on investment product and service for relevant systems, sales channels, product documents, selling process, training and sales support tools

• Analyze business figures and market trends, and prepare management reporting

• Implement promotion programs to acquire new and retain existing investment business

• Handle product enquiries from frontline, operation team and other departments

Requirements:

• Bachelor degree in Business Administration or a related discipline

• Minimum 5 years of experience in banking or financial services industry, preferably in product development or related areas

• Sound knowledge in financial markets with good understanding of regulatory requirement

• Excellent analytical, project management, interpersonal and communication skills

• Self-motivation and ability to work independently

• Strong computer skills in MS Excel, Morningstar Direct