Vice President, Product Management (Wealth Management)
CMB International Capital Corporation Limited
Hong Kong, Hong Kong
2d ago
source : eFinancialCareers

Responsibilities

  • 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
  • Requirements

  • 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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