If you’re looking for a role where you can continue to make an impression, take the next step at the bank where your contributions will always be valued.
Investments and Wealth Solutions - Wealth Commercialization and Proposition
the bank's Investments and Wealth Solutions offers a full spectrum of investment products and services to our Retail Banking and Wealth (RB&W) customers, from high-net-worth to mass segments across channels.
We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes.
A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc.
are offered for investors to pursue different investment objectives.
We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment.
Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels.
Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.
We are currently seeking a high caliber professional to join our team as Wealth Journey Manager.
Principal responsibilities
Assist in the planning, development and implementation of strategic initiatives on the wealth sales journey, process and controls for ongoing improvement on sales service quality, operational efficiency and sales compliance
Support the project planning, development and implementation of strategic initiatives on the wealth sales capability and financial planning tools, and influence stakeholders to gain buy-in and deliver change at pace
Use market insight and competitor analysis to understand internal user and external customers’ needs on the wealth sales journey and value to the wealth business
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Experience: Entry level
Connect with an insider to learn more about this role (team culture, interview focus, and how to stand out).
Requirements
University degree in Business Administration/Finance/Marketing or related disciplines
Minimum 6 years relevant experience, preferably in the banking industry
Knowledge of investment sales journey and financial planning
Passion for change with proven track record of managing complex delivery projects through scrums
Passes in HKSI licensing examinations preferred
Strong self-motivation, detail-minded and has the ability to work independently
Good project management skill
Good communication and interpersonal skills
Good command of both written and spoken English and Chinese. Proficiency in Mandarin is beneficial but not essential
Proficiency in PC application software and agile delivery tools such as MS Word, Excel, PowerPoint, JIRA and Confluence
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
