Product Manager cum Dealer
2 months ago
Job Description:
- Work closely with sales teams, Operations and other functional counterparts on daily basis
- Assist Relationship Manager in providing the periodic investment market updates placement and execution of the OTC and listed investment trades covering FX, bonds, equities, funds and structured products
- Have an oversight on the dealing infrastructure / processes/ systems for the investment products, and be responsible for all sales documentations, product agreements, and service level agreements
- Provide administrative and client support to Relationship Manager, include maintaining and updating client transaction records/ reports as well as client data (e.g. contact lists, account numbers, facilities details, etc.)
- Conduct all required Know Your Customer (KYC), AML process, procedures and documentation.
- Ensure superior customer service and contribute to the overall customer experience of the Bank.
- Perform any tasks and project works as assigned by the Supervisor from time to time
Requirements:
- Min degree or above
- Able to handle work stress and accurate in order placement
- Proficient in both English and Mandarin language to liaise with internal and external Chinese stakeholders.
- Team-oriented with a strong sense of ownership and accountability.
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