Associate/ AVP, product specialist, PWM Associate/ AVP, product specialist, PWM …

Unicorn Advisor (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 18 Jan 21
Highly competitive
Unicorn Advisor (HK) Limited
in Hong Kong
Permanent, Full time
Last application, 18 Jan 21
Highly competitive
Posted by:
Jacky Wang • Recruiter
Posted by:
Jacky Wang
Recruiter
A leading Chinese investment is looking to add a mid level product specialist for its PWM department. The ideal candidate needs to have 4-6 years of relevant product experience with a reputable private bank/ PWM house. No specific product focus is required as generalist is also welcomed. Mandarin is required.

Responsible for sourcing (both internally and externally) and developing various kinds of new products and services to PWM clients for their needs across assets allocation, investment management and wealth planning;

Working with different internal team to completing all required new product application process; Coordinating with relevant departments to introduce internal products and services to clients;

Providing products delivery training and service solutions presenting to support the sales/ RM team;

Full compliance with internal guidelines and those stipulated from the regulators;

Relevant experience in PWM product developing is required. Proficiency in English and Mandarin is required.

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