Derive and drive the overall product strategies for WM &B products including Hong Kong and US Equities, Mutual Funds, Structured Products, Bonds, Insurance & MPF etc. to meet the department’s business goals
Responsible for all new product evaluation process, ongoing product due diligence of WM products
Identify new product and business cooperation opportunities with external business partners
As a key member of the investment advisory committee, formulate investment house view for Company
Identify and develop the Company’s spokespersons on Wealth Management and HK Stocks
Lead the product research team to deliver high quality research advisory support covering marco and regional market outlook, HK stocks markets, latest market news as well as other WM products to sales force and clients on a regular and ad hoc basis
Work with Sales Training department to provide relevant product related training with focus on WM products to sales force
Apply expert knowledge to contribute to, and work closely with, marketing and sales departments on all product-specific marketing and cross-product initiatives
Work closely with all internal departments including Legal, Compliance, Dealing, IT and Operations, etc. to ensure all product approval and sales procedures are comply with regulatory requirement
Obtain market intelligence data in the industry from time to time, such as new products, sales trend and market share as business reference
Requirements
Degree holder with Finance, Economics or related disciplines
At least 10 years with related working experience in the financial industry
Holders of SFC licenses for Type 1 and 4 regulated activities
Strong understanding of all WM&B products including HK and US equities, WM products including Mutual Funds, Structured Products, Bonds, Insurance & MPF
Strong business drive and sharp market sense on future business trend to identify the right product strategies in different market situation. Good risk assessment ability and able to balance between risk and business potential
Basic understanding of operation flow from front end to back end office for all products
Competent regulatory and compliance knowledge for all products
Strong leadership with strength in people management and influencing skills
Good presentation and interpersonal skills, possess good network in the industry