Investment Products Management Specialist
3 weeks ago
At The Bank of East Asia, we are seeking a highly skilled Investment Products Management Manager to join our team. As a key member of our Personal Banking Division, you will play a crucial role in driving retail investment revenue growth and supporting business and marketing activities on investment products.
Key Responsibilities:- Assist the Section Head of Investment Products Management in driving retail investment revenue growth under the Personal Banking Division, BEA Hong Kong.
- Support business and marketing activities on investment products, including Unit Trusts, Bonds, Structured Products, Treasury, and FX products.
- Ensure all initiatives are in compliance with the Bank's internal processes and procedures, as well as the latest guidelines from regulators in Hong Kong and the Mainland.
- Handle investment-related projects, particularly digital programs, online activities for local and cross-border retail customers.
- Conduct regular competitor analysis and propose necessary initiatives to maintain the Bank's market competitiveness in terms of product, channel delivery, and customer experience.
- Enhance customer-centric digital journeys for investment account activation, reactivation, and penetration.
- Work closely with frontlines and other stakeholders on execution, monitoring, and evaluation of business programs to achieve planned business goals.
- Perform timely business analytics for identifying trends and triggers to facilitate ongoing refinement of strategies, programs, and initiatives, as well as exploring business opportunities.
- Ensure compliance with regulatory requirements and proper governance on investment products delivery, including Risk Assessment/Profiling Questionnaire, suitability assessment, distribution of investment products through digital channels, customer journey of vulnerable customers, etc.
- University graduate in Business Administration, Finance, Economics, Marketing, or related discipline preferred.
- Minimum 5 years' experience in the banking sector or financial industry, preferably in handling business and digital channel activities on wealth management products management, segment management, business management, product marketing, or distribution and sales support management.
- Solid experience in retail investment products management, including product development and/or delivery, investment product compliance, project management, distribution in banking or financial services industry, with a strong track record on business performance.
- Competent knowledge of retail bank's wealth management products & services.
- A team player with strong ownership, interpersonal, communication, and analytical skills; strong command of written and verbal English and Chinese.
- Independent, self-motivated, and good problem-solving skills.
- Proficiency in Excel, Word, and PowerPoint.
The Bank of East Asia is an equal opportunities employer and welcomes applications from all qualified candidates. Personal data provided by job applicants will be used for recruitment purposes only and will be treated in accordance with the Bank's Personal Information Collection (Employees) Statement and Privacy Policy Statement. Applicants who are not invited for interviews within six weeks may consider their applications unsuccessful, and the personal data collected will be destroyed after 1 year.
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