Wealth Management - Product Support - HK
- Employer
- CICC
- Location
- Hong Kong, Hong Kong
- Salary
- Competitive
- Closing date
- Feb 21, 2025
View more categoriesView less categories
- Job Function
- Operations
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Job Description
1. Responsible for business negotiation with Fund House, liaise with internal teams to complete KYC/AML flow and annual review;
2. Responsible to coordinate entire fund onboarding process, providing an ongoing operational support to subscriptions and redemptions and efficient communication;
3. Assist sales team to submit fund order placing, leading to handle fund trading error and difficulties;
4. Prepare and submit the data statistics of overseas products, monitor, confirm and allocate the revenue to be collected;
5. Responsible in preparing overseas product materials and delivery of the content in order to assist in sales marketing;
6. Coordinate with compliance and risk control overseas fund products' distributing activities and reporting issue if any;
7. Offer support to system development to enhance digital capabilities;
8. Complete other overseas products support related tasks or ad hoc tasks assigned by superiors.
Skills and Abilities
1. Bachelor's degree or above in domestic or overseas university; Interdisciplinary background in Finance, Science & Engineering is an advantage;
2. Good at logical thinking, with strong sense of responsibility, meticulous work, excellent communication skills, familiar with Hongkong/ Luxemburg/ Cayman/US vehicle and regulatory requirements is preferred;
3. 1-3 years internship / full-time experience in product operations;
4. Strong data analysis and programming skills;
5. Fluent in English and Chinese.
1. Responsible for business negotiation with Fund House, liaise with internal teams to complete KYC/AML flow and annual review;
2. Responsible to coordinate entire fund onboarding process, providing an ongoing operational support to subscriptions and redemptions and efficient communication;
3. Assist sales team to submit fund order placing, leading to handle fund trading error and difficulties;
4. Prepare and submit the data statistics of overseas products, monitor, confirm and allocate the revenue to be collected;
5. Responsible in preparing overseas product materials and delivery of the content in order to assist in sales marketing;
6. Coordinate with compliance and risk control overseas fund products' distributing activities and reporting issue if any;
7. Offer support to system development to enhance digital capabilities;
8. Complete other overseas products support related tasks or ad hoc tasks assigned by superiors.
Skills and Abilities
1. Bachelor's degree or above in domestic or overseas university; Interdisciplinary background in Finance, Science & Engineering is an advantage;
2. Good at logical thinking, with strong sense of responsibility, meticulous work, excellent communication skills, familiar with Hongkong/ Luxemburg/ Cayman/US vehicle and regulatory requirements is preferred;
3. 1-3 years internship / full-time experience in product operations;
4. Strong data analysis and programming skills;
5. Fluent in English and Chinese.
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