KEY RESPONSIBILITIES
This is a key strategic role to provide market intelligence, and through supporting investment and product development initiatives to drive the companys success in AUM growth. This role reports to the Head of Products & Marketing, working alongside sales, distribution and portfolio management team to cater needs of different investors in our current and potential client base and to roll out investment products.
Your primary role –
Market Intelligence & Product Development:
- Conduct ongoing analysis of market trends, policy and regulatory changes
- Gather and synthesize feedback from the distribution network and clients regarding product needs.
- Provide actionable insights to the team, inform the strategy for enhancement and for new product launches
- Develop detailed product profiles included products positioning, investment risk/return profile, liquidity, fee structure, asset classes and operational requirements etc.
- Working hand in hand with Compliance Team to tackle legal and regulatory issues, while collaborating with portfolio managers to navigate direction of products
Your supporting role –
Provide Product Expertise and Education for Sales & Distribution:
- Deliver product training and knowledge-sharing to the internal sales and distribution team, explain the product features and investment strategies to enhance sales effectiveness
- Prepare for and attend key client meetings, providing technical depth and compelling presentations to sales pitches
- Assist in responding to DDQs
REQUIRED QUALIFICATIONS
- CFA charter-holder and degree in Finance, Economics, Financial Engineering or a related field preferred
- 3-5 years of experience in investment product research/management, or any similar role within the asset management industry across the region
- Proficiency in financial modeling and product evaluation, strong understanding of asset classes, pricing, portfolio construction principles, regulatory frameworks, policies such as cross border fund scheme (e.g. Mutual Recognition of funds) and fund products e.g. mutual funds, money market fund, FOF, ETF, digital solutions and any seasonal products.
- Excellent written and verbal communication skills, with the ability to translate complex investment concepts for diverse audiences
- Self-motivated, proactive, and capable of working independently in a fast-paced environment.
APPLICATION
Interested parties please submit your detailed resume with expected salary to the Human Resources Team at hr@clamc.com.hk . All applications will be treated with strict confidence and personal data collected will be used for recruitment purposes only.