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Assistant Vice President, Investment Service (UT / Mutual Funds)

China CITIC Bank

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Assistant Vice President, Investment Service (UT / Mutual Funds)

Senior (6-10 years)


Technical Skills

  • Business Plans
  • Compliance
  • Due Diligence
  • FX
  • Marketing
  • Product Development
  • Sales
  • Training

Job Description

Assistant Vice President, Investment Service (UT / Mutual Funds)

Location: Quarry Bay

Job Purpose

Responsible for the day-to-day management of investment products, including but not limited to product due diligence, pricing strategy formulation, marketing campaign development, sales flow/system enhancement related initiatives, and provide support to Product Team Head in formulation and execution of business plans to achieve business objectives and financial goals.

Key Responsibilities

  • Provide support on business plan formulation to drive the growth of investment products and services and to meet business targets
  • Manage and work closely with internal and external business partners/product providers to provide quality products and services to the Bank’s customers
  • Conduct product due diligence and ongoing review on products under management
  • Launch competitive products for distribution to the targeted segments and develop corresponding marketing plan and pricing strategy
  • Work with Marketing Team on above-the-line and below-the-line marketing plan and customer communication strategy
  • Conduct regular business and marketing plan review
  • Review and ensure the sales process is in compliance with both internal and external standard or regulatory requirements
  • Keep track of market intelligence and proactively seek way to outperform market
  • Co-ordinate with sales channels and other departments to facilitate sales and after-sales service delivery to customers and to maximize the effectiveness of sales campaigns
  • Develop product training materials and conduct product training when requires


  • Degree holder or equivalent
  • Minimum 6 years of solid experience in investment product development and management preferably in retail and/or private banking fields
  • Experience in managing investment products and distributing through multi-channels; knowledge in structure products and FX are essential
  • Strong business sense and customer driven with analytical mind and ability to meet / exceed business targets assigned
  • Aggressive, innovative and result oriented
  • Strong and proven marketing and communication skills
  • Good command of written and spoken English and Chinese (including Putonghua)

For more details about career opportunities with the Bank, please visit our website  Please apply with full resume stating current and expected salaries.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment.  All employment decisions will be made in a non-discriminatory manner.

Employment TypeFull-time
Career LevelSenior (6-10 years)
Education LevelBachelor
LanguageEnglish, Cantonese, Mandarin (Putonghua)
China CITIC BankFinancial Services, Retail and Commercial Banking

18 Tai Koo Shing Rd Quarry Bay

directions_walk6 mins walk from Tai Koo Station