
Unit Trust Product Manager(Retail Banking
1 week ago
Job description
1. Daily management and process management of investment products.
2. Timely introduction of appropriate investment products according to market conditions.
3. Provide support to the Sub-Branches in carrying out wealth product sales in compliance with regulatory requirements. Collect feedback and opinions provided by the Sub-Branches and continuously improve the business prosposition. Lead digital initiatives to improve business processes and support product distribution sales, thereby reducing operational errors and improving efficiency.
4. Ensure the business process compliance and risk control of investment products.
5. Assist in the preparation of relevant business data.
6. Other tasks assigned by superiors.
**Requirements**:
- Experience in managing Unit Trust platforms, Unit Trust products and Unit Trust product providers
- Knowledgeable in terms of the investment market trends/global economy
- Ability to create sales/AUM reports for analysis
- Ability to analyze market trends and effectively communicate/coach sales personnel
- Strong analytical skills with an investigative mindset
- Broad and in-depth knowledge in Investment products, services and data
- Strong interpersonal skills, professionalism and teamwork awareness
- Able to interact comfortably and effectively with senior stakeholders.
- Detail-oriented with excellent organizational skills
- A proactive approach to tasks & responsibilities
- Language Proficiency: Oral and written communication in both English and Mandarin in order to communicate with Mandarin speaking customers and conduct reports.
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