Fund Products Specialist Manager

1 week ago

Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank (Hong Kong) Limited Full time

At DBS Bank (Hong Kong) Limited, we are committed to delivering exceptional banking services to our customers. Our Private Banking team offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalized banking.

We have a team of dedicated, experienced investment advisors who identify opportunities in various asset classes and employ the best strategies and product vehicles to cater to each client's needs. In partnership with institutions within the DBS network and globally, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high-quality, timely, and extensive wealth management, investment, and financial solutions.

The role of a Fund Products Specialist is crucial in supporting relationship managers. As a specialist, you will be responsible for reviewing and selecting both traditional and new products as well as ongoing review of Fund Products positions already carried in Private Banking and Treasures Private Client segments.

Main Responsibilities
  • Product Development and Management: Responsible for managed solutions product development and management for both traditional and alternative funds for the PB platform.
  • Onboarding and Advisory Communications: Work with internal business units and external asset managers for onboarding and deliver advisory communications and training.
  • Funds Platform Maintenance: Maintain the funds platform and monitor recommendations, models, and projects.
  • Investment Initiatives Planning: Assist in planning and drive Fund products investment initiatives; formulate and deploy an effective product strategy/marketing plan to achieve business results with a focus on North Asian markets.
  • Sales Efficiency Improvement: Develop effective sales incentive plans, sales aids, sales flows, and training materials to increase sales efficiency and reduce cost/lead time.
  • Compliance and Regulatory Coordination: Coordinate with fund partners to onboard and launch new products in compliance with internal & external guidelines and regulatory requirements.
  • Market Analysis and Business Opportunity Identification: Conduct market analysis timely to identify business opportunities/threats, initiate appropriate product strategies/plans including distribution capability to optimize business results.
  • Product Revamp and Improvement: Revamp/improve products on shelf, review documentation/sales process, streamline operation flow while adhering to both internal policies and regulatory requirements.
  • Reporting and Presentation: Prepare regular reports and ad-hoc presentations for review of management and regulators.
  • Client Events Organization: Assist and drive organization of client events with asset management companies and internal stakeholders.
  • New Joiner Training: Train new joiners on selling processes for Fund-related activities.
  • Regulated Activities Compliance: Perform regulated activities, type 1 & 4 or 1, 4, 9 (as required) specified under the Securities and Futures Ordinance (SFO), and comply with registered capacity as well as any conditions imposed by the HKMA.
Requirements
  • Qualifications: University degree with preferred professional qualification in Finance or Investment fields.
  • Registration: Must be registered RI [Regulated Activities: Type 1 & 4 or 1, 4 & 9 (as required)].
  • Experience: 3-6 years in related fields considered for Associate to AVP roles.
  • Skills: Meticulous and reliable with good analytical and communication skills, ability to work independently.
  • Industry Knowledge: Good understanding of Fund Products industry, i.e., regulatory, business need, etc.
  • Communication Skills: Good communication and interpersonal skills.
  • Teamwork: With teamwork spirit.
  • Portfolio Management Understanding: Understand portfolio management.
  • Product Selection Ability: Able to analyze Fund Products products and do product selections.
  • Technical Proficiency: Well-versed with standard platforms and analytical tools used, i.e., Reuters, Bloomberg, Familiar with standard computer software programs.
  • Languages: Good spoken and written English, Cantonese, and Mandarin preferred.

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