Financial Portfolio Strategist
19 hours ago
We are seeking an experienced Financial Portfolio Strategist to join our team at THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED. The successful candidate will be responsible for managing and growing our mutual funds product portfolio, developing and executing product strategies to increase product penetration, achieve sales targets, enhance customer experience, and ensure regulatory compliance.
Responsibilities:
The ideal candidate will have a proven track record in product strategy and development, portfolio management, digital enablement, sales and marketing support, compliance and risk management, and data analytics. Key responsibilities include:
- Developing and implementing strategies to achieve AUM growth and sales targets
- Identifying and onboarding new fund providers to expand the product suite
- Creating innovative campaigns to enhance product penetration, such as cashback promotions and exclusive offerings
- Monitoring and analyzing fund performance, ensuring alignment with the market and customer needs
- Leveraging CIO insights and market trends to position funds strategically
- Enhancing self-service capabilities on digital platforms to boost client engagement
- Working closely with relationship managers (RMs) to increase advocacy for fund sales through tools, training, and targeted campaigns
- Designing and executing marketing campaigns across digital and traditional channels
- Organizing events and workshops to educate and engage clients and RMs
- Driving NTW acquisition and promoting cross-selling opportunities
- Ensuring all product offerings and campaigns adhere to regulatory standards
- Collaborating with legal and compliance teams to mitigate risks and meet audit requirements
- Using data analytics to develop use cases that improve RM productivity and client experience
- Monitoring key performance indicators (KPIs) and preparing reports for senior management
What We Offer:
As a Financial Portfolio Strategist at THE HONGKONG AND SHANGHAI BANKING CORPORATION LIMITED, you will have the opportunity to work with a dynamic team, driving business growth and innovation. We offer a competitive salary of approximately HKD 900,000 - 1,200,000 per annum, depending on experience, plus benefits and career advancement opportunities.
Requirements:
To be considered for this role, you should have:
- A bachelor's degree in finance, economics, or a related field
- At least 5 years of experience in financial product management, portfolio management, or a related field
- Proven track record in product strategy and development, portfolio management, digital enablement, sales and marketing support, compliance and risk management, and data analytics
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
How to Apply:
If you are a motivated and results-driven individual looking for a challenging role in financial product management, please submit your resume and cover letter to us.
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