Vice President, Product Management (Wealth Management)
CMB International Capital Corporation Limited
Hong Kong, Hong Kong
source : eFinancialCareers
Understand the characteristics of various public / private funds or structured product funds, write reports regularly, and recommend key products
Negotiate and cooperate with the fund house about the due diligence of the fund house, distribution agreement, and trading account opening.
Find new products, complete product due diligence work and internal process of product onboarding, and improve shelf product system
Follow up on existing products and update the information to sales team
Maintain the cooperative relationship with the fund company
Assist in training the sales team and answer questions in the sales process
Cooperate with the trading desk to check the daily trading situation
Cooperate with the APP development team and marketing team to update the product information and copywriting on APP
University degree holder with 7-10 years' relevant experience is preferred
Solid track record and experience in wealth management industry preferred
Self-motivated and good team player
Proficient in both written and spoken English and Chinese
Proficient in using Morningstar, Bloomberg and other tools
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