Senior Manager, Wealth Management

Employer
PeopleSearch
Location
Hong Kong, Hong Kong
Salary
Market Rate
Posted
Jan 26, 2022
Closes
Feb 11, 2022
Ref
13470016
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
JOB HIGHLIGHTS:
  • Excellent career exposure
  • Friendly and dynamic work environment


RESPONSIBILITIES
  • Prepare business requirement (BRD) and content for ongoing system and service enhancement
  • Work with CPM and Compliance and Risk to discuss the flow and UI for product development
  • Prepare the launch of Fund house and Product due diligence checklist
  • Prepare the regular due diligence review on Fund and Fund house
  • Perform system testing before launch
  • Prepare the procedure and gap analysis relating to the regulatory activity
  • Work with Operation Department and provide training to enhance the customer services standard such as enhancing the FAQ in website and sales script


REQUIREMENTS
  • University degree with honors in economics, finance, business, mathematics or a related discipline
  • At least 5 to 7 years of solid experience in wealth management business
  • 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
  • Immediate availability is highly preferred


Interested applicants please contact me at 6377 1286 or send your resume to Cay Li: cayli@peoplesearch.jobs

** For more job opportunities, please visit our website: www.pplesearch.com**

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