Key Responsibilities:
- Ensure the Bank's procedures, systems, and platforms support the effective delivery of retail investment services tailored to customer needs.
- Stay updated on market trends and industry developments to maintain competitive positioning in product offerings, channel delivery, and customer experience.
- Ensure full compliance with regulatory requirements and enforce robust governance in the delivery of investment products, including suitability assessments, risk profiling, digital channel distribution, and the handling of vulnerable customers.
- Adhere to all relevant policies, procedures, and regulations set by authorities in Hong Kong and Mainland China, as well as internal Bank guidelines.
- Collaborate effectively with internal and external stakeholders to implement business initiatives in a timely and efficient manner.
- Maintain high standards of integrity and compliance in all aspects of work.
- Follow established risk management protocols to identify, evaluate, report, and mitigate risks in daily operations.
- Undertake special tasks and projects as assigned by the Section Head or Department Head.
Requirements:
- Bachelor's degree in Business Administration, Finance, Economics, Marketing, or a related field is preferred.
- At least 5 years of relevant experience in the banking or financial services industry, ideally in areas such as: Wealth product development or management and segment/business management.
- Product marketing or sales support
- Proven track record in managing retail investment products, including product development, compliance, project execution, and distribution strategies.
- Strong understanding of wealth management products and services in retail banking.
- Excellent leadership, communication, interpersonal, and analytical skills.
- Proficient in both written and spoken English and Chinese.
- Self-driven, independent, and adept at problem-solving.
- Proficiency in Microsoft Excel, Word, and PowerPoint.
- HKIB qualification is advantageous.
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.
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