Senior Manager, Wealth Management
- Employer
- PeopleSearch
- Location
- Hong Kong, Hong Kong
- Salary
- Market Rate
- Closing date
- Feb 11, 2022
View more
- Job Function
- Banking
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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JOB HIGHLIGHTS:
RESPONSIBILITIES
REQUIREMENTS
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**
- 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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