Senior Investment Products Management Manager, WPMD

Senior Investment Products Management Manager, WPMD (Job ID: 3400)

Responsibilities

• Assist Section Head, Wealth Products Management Department, Personal Banking Division (“PBD”) of BEA Hong Kong (“The Bank”) to drive retail investment revenue
• Lead projects on investment product delivery (include Unit Trusts, Bonds, Structured Products, Treasury and/or FX products), sales process and procedure, system enhancement and digital journey
• Work with key stakeholders to ensure compliance of regulatory requirement and proper governance on investment products delivery (include Risk Assessment/Profiling Questionnaire, suitability assessment, distribution of Investment products through digital channels, customer journey of vulnerable customers, etc.)
• Ensure appropriate procedure, system and platform support to enable effective implementation of retail investment services to suit the needs of retail customers
• Comply with all applicable policies, rules, guidelines and regulations prescribed by regulators in Hong Kong and the Mainland as well as the Bank
• Keep abreast of the latest market/industry development to upkeep the Bank’s market competitiveness in terms of product, channel delivery and customer experience

Requirements

• University graduate in Business Administration, Finance, Economics, Marketing or related discipline preferred
• 8-10 years’ of experience in the banking sector or financial industry, preferably in wealth management products development or management, segment management, business management, product marketing, or distribution and sales support management position which include:
• Solid experience in retails investment products management, which includes product development and/or delivery, investment product compliance, project management, distribution in banking or financial services industry, with a strong track record on business performance
• Competent knowledge of retail bank’s wealth management products & services
• 2-4 years of supervisory experience preferred
• A team leader/player with strong ownership, interpersonal, communication and analytical skills; strong command of written and verbal English and Chinese
• Independent, self-motivated and good problem solving skills
• Proficiency in Excel, Word and PowerPoint

Candidates with less experience will be considered for the position of Investment Products Management Manager

Please apply online via the BEA Careers website at https://careers.hkbea.com/psp/hcmprd/EMPLOYEE/HRMS/c/HRS_HRAM.HRS_APP_SCHJOB.GBL?Page=HRS_APP_JBPST&Action=UFOCUS=Applicant&SiteId=1&JobOpeningId=3400&PostingSeq=1 or by clicking the "Apply Now" button below. Kindly note that if you are a new user, you have to first create your User Profile before you can apply.

Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Data Policy, which is available upon request. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful and the personal data collected will be destroyed after six months