HK GCB Assistant Manager Mutual Fund-19001718 Description
Support the team in the execution of the investment product business and product strategies through the coordination of whole-sales activities (e.g. branch roadshow, professional training programs) and provide the prompt after-sales support to frontline
Participate in various digital and infrastructure system projects
Assist to manage over 30 mutual fund providers and maintain good business relationship
Assist to build new investment product platform (product offering categories & services) and launch investment products
Maintain products on the shelf throughout their life-cycle
Liaise with regional product team and product providers in performing product due diligence, follow through on product set up and launch through sales channel
Work with various internal departments on preparing agreements, product documentation as well as product set up and maintenance
Work with research teams in the delivery of products and services
Update product information for sales team
Assist to conduct on-going product training to support product launch.
Facilitate the compliance on regulatory requirements & internal guideline in relation to mutual fund business
Degree holder, preferably in economics or finance
Minimum 3-5 years of relevant experience. Candidate with more experience would be considered to a senior role
HKSI LE Papers 1, 7 & 8 or equivalent is preferred
Sound knowledge in investment products preferably on mutual funds Experience on compiling product program is an advantage
Good interpersonal skills and presentation skills. To be able to deal with people at all levels
Self-motivated and able to work independently
Good command of written and spoken English and Chinese
6 April 2019
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.
Only direct applications will be considered.
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