Key Areas of Responsibilities
- Support daily operations and maintenance of wealth management products, including bonds, funds, structured products, and wealth planning services
- Prepare comprehensive product data and sales analysis reports to support strategic decision-making and performance monitoring
- Keep accurate record of wealth planning products (including referral business) and the usage of services provided by other department and business lines
- Maintain the database, ensuring accurate product classification and comprehensive data integrity for all product offerings
- Assist in the development and enhancement of wealth management/ planning systems, focusing on the design and optimization of product operations workflows
- Manage the addition of funds to trading platforms, ensuring alignment with the approved fund list and availability for clients
- Collaborate with internal teams to facilitate communication and cross-functional initiatives, ensuring smooth operations and service delivery
- Manager and issue invoices related to products and services, ensuring timely processing and accuracy
Requirements
- Degree holder in Finance, Business Administration, Economics or related disciplines
- At least 2+ years of relevant experience in product operation in securities firms or banks
- Knowledge in wealth management product and wealth planning product operations
- Proficient in Office software such as Word/Excel/PowerPoint; SAS/VBA is a plus
- Attention to detail and well organized, ability to analyse with judgment and high level of professional and personal integrity
- A team player with strong analytical, problem-solving, communication and interpersonal skills, able to work independently and under pressure
- Strong command of written English / Chinese and spoken Mandarin, Cantonese and English