Job Responsibilities
Onboarding and ongoing management of structured investment products and treasury products in response to market conditions and retail investor appetite
Monitor business performance, product yields, sales volume, and margin contribution to meet the Bank’s business targets
Formulate sales initiatives, marketing campaigns, and promotional strategies to boost product penetration and revenue via branch and digital channels
Collaborate with Digital Banking teams to enhance digital subscription journeys, mobile app/e-Banking interfaces, and automated execution for wealth products
Partner with Operations and IT to streamline trade processing, settlement, lifecycle management, and customer reporting
Participate in User Acceptance Testing (UAT) and system enhancement projects for structured product trading systems
Monitor and manage project progress, and regularly report progress to superiors and management
Observe and follow the relevant regulatory requirement to ensure that the tasks are carried out appropriately
Prepare the insurance MIS report to analyze the business trends and customer demand
Job Requirement
University graduate, preferably with major in Finance, Economics, Business Administration
5-7 years of solid experience in working with banking, asset management, insurance or other finance related field
Strong business sense with good analytical skills, interpersonal and leadership capabilities
Detail-oriented and excellent project management skills
Good negotiation skills for liaison with business partners
Excellent communication skill in written and spoken English & Chinese, fluent in Putonghua is preferred
Able to work under pressure
Proficiency in Word, Excel and Powerpoint
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