Main Responsibilities :
Implement annual plans of the department on new investment product development and management to achieve the Bank strategic objectives and meet the Key Performance Indicators (KPI) for each year
Liaise with product providers to facilitate launch of new products (e.g. mutual funds, FX, securities, structured products) on shelf, gather product information, and other supports such as training
Perform product due diligence for new products and existing products
Perform UAT on investment product projects
Work closely with regulators to ensure all investment procedures and product due diligences are up to latest regulatory standards
Liaise and get support on outsourced services relating to product development and management (e.g. client risk profiling questionnaire, investment product risk rating model etc.)
Monitor and perform detailed analysis on investment products results to evaluate performance
Conduct training on new products for branches and sales teams
DisplayQualifications("- University degree holders, preferably major in Finances / Investment / Economics
Preferably a CFA holder or other similar qualification
Qualifications in IIQE / HKSI related areas are preferred
With 5 years or above relevant experience in investment with exposure to mutual funds, securities, structured products and FX markets.
Good analytical skills, able to multitask and meet tight deadlines
Creative, independent, strongly motivated by achieving quality results, high level of initiative & energy
Strong PC skills with high proficiency in Microsoft Office applications
Good interpersonal and communication skills in written and spoken English and Chinese (both Cantonese and Mandarin).
Requirements : - University degree holders, preferably major in Finances / Investment / Economics
Preferably a CFA holder or other similar qualification
Qualifications in IIQE / HKSI related areas are preferred
With 5 years or above relevant experience in investment with exposure to mutual funds, securities, structured products and FX markets.
Good analytical skills, able to multitask and meet tight deadlines
Creative, independent, strongly motivated by achieving quality results, high level of initiative & energy
Strong PC skills with high proficiency in Microsoft Office applications
Good interpersonal and communication skills in written and spoken English and Chinese (both Cantonese and Mandarin).
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
All information provided by applicants will be used for recruitment purposes only and will be used strictly in accordance with the bank’s personal data policies, a copy of which will be provided upon request.