Sr. Manager, Wealth Management

Employer
ZhongAn Technologies International Group Limited
Location
Hong Kong, Hong Kong
Salary
Flexible
Posted
Oct 16, 2019
Closes
Oct 24, 2019
Ref
6568028
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities
  • Perform and handle all spectrum of compliance duties as a RO/EO in relation to Type 1 and Type 4 of SFC regulated activities;
  • Responsible for overall wealth management operations in the Bank;
  • Oversee and evaluate wealth management products and business development strategy;
  • Comply with all applicable regulatory rules and requirements and fulfil all compliance responsibilities as required;
  • Ensure compliance policies and procedures are maintained and followed;
  • Review and update internal control, operational policies and procedures;
  • Conduct trainings to bank staff when needed

Qualifications
  • University degree with honors in economics, finance, business, mathematics or a related discipline;
  • At least 5 to 7 years solid experience in wealth management business;
  • Current holder of Responsible Officer ("RO") or Executive Officer ("EO") for Type 1 and Type 4 of SFC regulated activities;
  • Solid knowledge of investment products and financial planning solutions including the knowledge of financial markets, economic dynamics, financial planning environment, new product solutions and regulatory requirements;
  • Chartered Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, -Financial Risk Manager or other qualifications is a plus;
  • Good command of both spoken and written Chinese, inclusive of Cantonese and Mandarin, and English

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