Responsibilities

• Assist senior investment bankers in the origination/evaluation of potential deals, marketing initiatives, and management of client relationship
• Handle the execution of corporate finance transactions including IPOs, financial advisory, takeovers, mergers and acquisitions and other fund raising activities
• Responsible for handling due diligence, record keeping, internal compliance, coordination and management of other professional parties on the transactions
• Communicate with clients, professional parties and regulators, including the Stock Exchange and the SFC
• Manage other special projects and initiatives as assigned by supervisor

Principal Responsibilities

• Manage the development of multi-channel integration strategy to unify the operation & systems workflow and ensure the consistency in service delivery
• Analyze the existing business processes to identify the improvement areas
• Propose the new initiatives to enhance customer experience, uplift the cost / operation efficiency and effectiveness, increase sales capacity and meet the internal & external compliance requirement
• Drive and implement initiatives by liaising with business partners to meet the delivery schedule
• Conduct the post-implementation evaluation for continuous improvement

• Report(s) to:   Head of Human Resources and Administration

Job Scope:       Manage General Administration team to perform all supporting function include corporate real estate services, physical security management, procurement services, vendor services management and general services support for the Company.

Principal Duties & Responsibilities:

• Lead team members to perform duties in operational efficiency manner by means of certain workflow review.
• Lead premises related projects / manage the portfolio and office renovation / restack works.
• Prepare management report / annual budget in according to Management instruction.
• Review departmental policy and procedures to cope with up-to-date environment.
• Review the non-IT expenses and ensure it is in cost effective manner.
• Coach team...

• Drive to grow RBWM insurance business in inbound call, outbound call and digital channel
• Formulate insurance business plan for direct channels which can meet the needs of customers as well as sales channels and contribute to insurance sales and profit target
• Devise segmentation, sales management, product tactics and campaign strategies through gauging product and/ or market offerings
• Drive engagement events to engage channels in insurance sales.

• Formulate and manage credit card marketing strategies and acquisition programmes
• Assist in managing enhancement projects for better customer experience and operations process, including those compliance-related projects
• Support all initiatives to drive the value proposition of assigned customer segments and explore new business opportunities
• Identify, evaluate, develop and implement promotion opportunities and ideas from conception through delivery
• Collaborate with stakeholders, including internal and external parties, and solicit their supports to ensure effective execution of the marketing plan and associated collateral; and perform UAT
• Assist in managing and growing the card base and usage, as well as assist in the development of new product / service features to expand card portfolio

• Define customer value propositions for target segments and oversee all customer-facing activities – campaigns, promotions, advertising and loyalty programs etc to ensure alignment of segment proposition.
• Develop and execute customer value proposition and plans for meeting the annual business targets
• Participate in the product development, campaign design and execution to be in line with the experience and proposition defined for that segment to ensure the right fit between product portfolio, segment needs and growth goals
• Formulate differentiated segmentation strategies based on researches and customers insights
• Build capability to penetrate the identified segments
• Drive strategic segment initiatives and projects to achieve business objectives
• Develop digital segmentation sale tools...

• Perform pre-campaign analysis and targeting and generate targeted customer base
• Conduct campaign tracking and post evaluation and handle campaign fulfillment
• Conduct tracking and evaluation of marketing programs to enhance its effectiveness and increase customer profitability.
• Support segments targeting to promote usage & boost up active customer base of digital banking with collaboration with e-acquisition and usage team.
• Tracking traffic and customer behavior across digital assets including website and mobile applications
• Extract insights from data sets for product development, evaluates and identifies opportunities
• Work closely with internal stakeholders and external vendors on project planning and execution

• Understand client’s financial goal and objective and provide holistic advisory on multi- asset portfolio;
• Advise High Net Worth (HNW) Clients on multi-asset portfolio allocation setup and rebalancing;
• Explain the Bank house view to clients on macro-economics and various investment asset classes;
• Help clients to optimize the return of their portfolio and aim to achieve higher risk adjusted return;
• Meet HNW clients every quarter to closely monitor the portfolio performance and risk parameters; 
• Focus on organic growth of portfolio investment return and new AUM growth and uplift client satisfaction.

• Drive marketing and sales initiatives, including but not limited to tactical campaign and sales event to drive business and motivate frontline
• Manage marketing-related product launch initiatives including product brochure and material production, premium sourcing and events
• Handle campaign management including end-to-end process management, target identification, budget planning, logistic planning, co-ordinate with different departments, marketing material production and campaign result evaluation 
• In charge of customer proposition and customer profile analysis; market information and competitive analysis