Responsibilities

• Participate in the product development of funds and alternatives investment products and conduct product due diligence
• Introduce quality business partners to Private Banking, key tasks include but not limited to fund house evaluation, distribution agreement coordination, and operational flow monitoring.
• Conduct regular review on current products to ensure the compliance requirements are well satisfied.
• Update the latest information about onboarded funds, including but not limited to risk rating, high yield, tenor, derivative use, complex products etc.
• Conduct regular review and evaluation on existing fund houses and their products, perform system update and announce the latest adjustment for frontline staff.
• Perform periodic review on internal policies and procedures.
• Participate in system maintenance and enhancement.
• Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.
• Work closely with frontliners to assist and recommend appropriate fund solutions that meets clients’ investment goals and risk tolerance, and develop investment strategies to meet their needs.

Requirements

• Degree holder or above in business, finance or related disciplines.
• Holder of professional qualifications in Finance (e.g. CFA, FRM) or Investment discipline will be a plus.
• 3 years or above solid working experience in banking or financial industry, particularly in the business /product and sales management of private banking will be a plus.
• Possesses solid knowledge in fund management and various alternative investment products, familiar with regulatory requirements.
• Strong communications, organizational, analytical and problem-solving skills.
• Agile and flexible to adapt.
• Strong computer skill such as MS Word, Excel, Access and PowerPoint; with prior experience in system enhancement project.
• Good command of written and spoken English and Chinese (including Putonghua).

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