Senior Manager / Assistant Vice President, Investment Service

Mandatory Reference Checking Scheme (“MRC”) for Hong Kong

The Mandatory Reference Checking Scheme is a framework to facilitate Authorized Institutions (“AIs”) to bilaterally obtain reference information during their recruitment process for certain positions, such that misconduct information in an individual’s previous employments can be provided to AIs to inform their employment decisions.

For information related to MRC Scheme, “Frequently Asked Questions for In Scope Individuals” is published by HKAB/Industry Guidelines (https://www.hkab.org.hk/en/home) or further information will be available upon request, if it is applicable to the position(s) applied.

Country of Location:

China Hong Kong

Job Responsibilities:

• Develop business plans to drive Investment Services and relevant products and services to meet business targets for Retail, Private and Business Banking.
• Manage and work closely with internal and external business partners/ product providers to provide quality products and services to the bank’s customers.
• Implement and manage effective product management and launch from product due diligence, product provider selection to ongoing review.
• Launch competitive products, services and promotion, and conduct evaluation & review to meet different market segment needs.
• Develop and control the quality of customer communication in relation to the products under management.
• Support the strategic planning for business expansion, including development of new customer segments, niche products, new markets and sales channels.
• Work with business partners and advertising agencies on above-the-line and below-the-line marketing communication pieces and campaign execution.
• Actively monitor and manage investment products, and keep track of market intelligence.
• Co-ordinate with sales channels and other departments to facilitate quality sales and after-sales service delivery to customers and to maximize the effectiveness of sales campaigns.
• Provide guidance and coaching to junior team members as required to ensure that they are competent to perform their jobs.
• Support frontline and adhere to anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.
• Demonstrates initiative to go beyond the normal routine and look for new ways to add value.

Requirements:

• Degree holder or equivalent. Major in Finance or Economic related disciplines will be an advantage. 

• Minimum 5 years of solid experience in investment product development and management preferably in retail and/or private banking fields

• Experience in managing investment products and distributing through multi-channels; Solid experience in product management for FX, Bonds & structure products is preferred.

• Strong business sense and customer driven with analytical mind and ability to meet / exceed business targets assigned

• Aggressive, innovative and result oriented

• Strong and proven marketing and communication skills

• Good command of written and spoken English and Chinese (including Putonghua).