Job Description
16 days ago
Responsibilities:
• Responsible for the daily management and maintenance on fund/unit trust product
• Under different market situation and customer demand, search for appropriate product from existing platform and explore appropriate new product(s) from the market and make recommendation with detail analysis
• Provide appropriate and timely advice to senior management on product development strategy under different markets situation and customer demand
• Responsible for enhancing relevant selling process, systems, etc. and closely communicating with relevant parties to comply with the regulatory and compliance requirements
• Responsible for providing training materials and procedural manuals to educate the staff of the latest rules and requirement
• Strictly follow regulatory and compliance requirements while fulfilling the conducts of the job duties
• Undertake ad hoc assignments, reporting or special business projects as assigned
Requirements:
• Degree holder or above with major in Business Management, Finance is preferred
• At least 5 years working experience in Banking or Financial industry
• Proven experience in business acquisition with knowledge in investment business and branch sales process
• Proactive and detail oriented with good communication skill
• Independent, creative thinking, good problem solving, strong analytical mind and be a good team player
• Candidate with more experience will be considered as Senior Manager
• Responsible for the daily management and maintenance on fund/unit trust product
• Under different market situation and customer demand, search for appropriate product from existing platform and explore appropriate new product(s) from the market and make recommendation with detail analysis
• Provide appropriate and timely advice to senior management on product development strategy under different markets situation and customer demand
• Responsible for enhancing relevant selling process, systems, etc. and closely communicating with relevant parties to comply with the regulatory and compliance requirements
• Responsible for providing training materials and procedural manuals to educate the staff of the latest rules and requirement
• Strictly follow regulatory and compliance requirements while fulfilling the conducts of the job duties
• Undertake ad hoc assignments, reporting or special business projects as assigned
Requirements:
• Degree holder or above with major in Business Management, Finance is preferred
• At least 5 years working experience in Banking or Financial industry
• Proven experience in business acquisition with knowledge in investment business and branch sales process
• Proactive and detail oriented with good communication skill
• Independent, creative thinking, good problem solving, strong analytical mind and be a good team player
• Candidate with more experience will be considered as Senior Manager
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