Assistant Manager / Manager, Product Development , Wealth Management Products recruitment

Responsible for supporting the Product Development Team on product development of wealth management business, with a primary focus on conducting product/issuer due diligence at inception and on an on-going basis, to conduct regular review on product risk rating methodology and provide product related training

Job Responsibilities

• Assist to conduct due diligence on issuers/fund houses and wealth management products (including funds, bonds, ILAS and structured products);

• Work closely with risk management departments, legal and compliance departments and support units in the product due diligence process;

• Assist to conduct annual/monthly/event-driven reviews on the risks of wealth management products;

• Develop training materials and provide wealth management products related trainings;

• Develop and conduct regular review on the product risk rating and customer risk profiling methodologies;

• Assist the selling process design of wealth management products;

• Assist the WMD-related procedure maintenance;

• Support projects related to wealth management business.

Requirements

• Degree holder;

• Attained qualifications on CFA or FRM is preferable;

• Minimum 3 years of relevant working experience in financial industry, of which, 2 years should be related to wealth management, risk or treasury operations;

• Strong quantitative and analytical skills;

• Self-motivated and meticulous;

• Good communications and interpersonal skills;

• Proficient in MS Excel;

• Professional licensing qualifications per local regulatory bodies requirement;

• Good command of written and spoken English and Chinese

Interested parties, please forward your CV in "Word" formet to resume@piexsearch.com with a copy to karstonchan@bauerkaiser.com.