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Assistant Manager to Manager, Wealth Management Product Development , RBD

Posting Date:  Jul 25, 2022

Hong Kong, HK

Employment Status:  Permanent
Department:  Retail Banking & Wealth Management Department
Job Description: 

Job Responsibilities

  • Close liaison with business partners to prepare the product plans, marketing activites and campaigns
  • Review tactical and strategic plans to boost the sales revenue in order to achieve year end assigned target within regulatory framework
  • Review the product perform of the bank to enrich the product range offerings
  • Support product sales and frontline sales on the business in providing marketing ideas 
  • Proeactively track the product plan and business strategy
  • Ensure the product offering and selling process is comply with internal and external regulatory requirement
  • Conduct product and provider due diligence with regular evaluation

Job Requirements


  • University graduate, preferably with major in Finance, Economics, Business Administration.
  • 5-7 years of solid experience in working with banking, asset management, insurance or other finance related field
  • CFA, CFP, FRM candidate is ideal, but is not a must
  • Strong business sense with good analytical skills, interpersonal and leadership capabilities
  • Detail-oriented and excellent project management skills
  • Good negotiation skills for liaison with business partners
  • Excellent communication skill in written and spoken English & Chinese, fluent in Putonghua is preferred
  • Able to work under pressure
  • Proficiency in Word, Excel and Powerpoint