ASSISTANT GENERAL MANAGER, INVESTMENT SERVICE (EQUITY)

  • Negotiable
  • Hong Kong
  • Permanent, Full time
  • Global Associates
  • 19 Feb 19

Responsible for the management of Equity business including Securities Trading, Equity Linked Investment and Structured Notes for Retail, Private and Business Banking distribution; formulate & develop the strategic/business plan to meet financial targets

Responsibilities:

 

Responsible for the management of Equity business including Securities Trading, Equity Linked Investment and Structured Notes for Retail, Private and Business Banking distribution.

Support Head of Investment Service to formulate and develop the strategic plan of the Equity business.

Lead the team to develop business plans to drive and grow the Equity business including new product and service development, channel enhancement/expansion and infrastructure build.

Formulate business plan to meet financial targets.

Identify new business opportunities and work with both internal and external partners to source new products to help penetrate into existing customer base as well as acquiring new customers including those for Retail Banking, Private Banking and Business Banking.

Lead the team to ensure effective and robust product management including product due diligence, product compliance, product selection and ongoing review.

Lead the team to ensure product competitiveness and come up with innovative marketing plan to strengthen product proposition and increase customer and AUM base

Develop and control the quality of customer communication in relation to the products under management.

Conduct regular business review and evaluation covering product/business performance as well as effectiveness of marketing programs to seek for continuous improvement.

Provide guidance and coaching to subordinates  to ensure that they are competent to perform their jobs and identify training needs for team members.

 

Requirements:

 

Degree holder in Finance, Business or other disciplines

SFC license holder of Type 1 & 4

With relevant professional qualification is desirable

Minimum 10 years of solid experience in investment product development and management preferably in investment products and banking field. Experience in managing investment products and distributing through multi-channels.

Sound investment product knowledge & understanding of related regulatory requirements in particular to Equity businesses relate to its business strategies

Strong business sense and customer driven with analytical mind and ability to meet / exceed business targets assigned

Good project management, interpersonal and communication skills

Proficient in Microsoft Excel, Word, PowerPoint and Chinese word processing

Good command of written and spoken English and Chinese (including Putonghua)

 

Interested parties please send your CV in MS Word format with current and expected salary to mandy.lo@globalassociates.com and/or mary.woo@globalassociates.com and copy to cv@globalassociates.com.