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Investment Product Manager (Private Banking) (HK$35K - $55K) (Ref. No.: 26244)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

Job Duties

  • Act as product specialist in Private Banking to maintain and motivate the sales of investment products (with focus on mutual funds or bonds), and work closely with relationship managers to meet sales target
  • Manage the end-to-end flow from product development, ongoing due diligence and channel management
  • Update marketing materials, deliver regular / ad-hoc reports and analysis for management business planning
  • Conduct trainings for relationship managers on product knowledge and market updates
  • Ensure compliance with all applicable regulatory requirements and in the implementation of the Company's policies and procedures
  • Work on ad hoc projects and tasks assigned by management

Job Requirements

  • Degree holder or above with major in Business Administration, Economics, Finance, Marketing or related disciplines
  • At least 3-5 years of relevant experience in private banking, wealth management and / or retail banking premier sector
  • Independent, ability to work under pressure to meet tight schedule and sensitive to market changes with a proactive approach to drive business growth
  • Proficient in MS Office applications and Chinese Word Processing
  • Good command of both verbal and written English, Chinese and Mandarin
  • Candidates with less experience will be considered as Assistant Manager
Job No.:
26244
Date:
02/05/2023
Job Category:
Banking
Salary:
HK$35K - $55K
Qualification:
Degree
Apply Email:
[email protected]

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