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

Full-time
Senior (6-10 years)

Posted 

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

Requirements

  • 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 http://www.cncbinternational.com/careers/en/index.jsp.  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