Manager / Assistant Manager, Product Development - High Net-Worth Clients

Full-time
Intermediate (3-6 years)

Posted 

Technical Skills

  • Asset Allocation
  • Asset Management
  • Due Diligence
  • Equities
  • MPF
  • Portfolio Analysis
  • Risk Management
  • Sales
  • Structured Products

Job Description

Manager / Assistant Manager, Product Development - High Net-Worth Clients

Location: Wanchai

Responsibilities:

  • Develop and implement insurance/investment products for the Group in particular focus on High Net-Worth segmentation.
  • Responsible for studying product feasibility, structuring product framework, communicating with related counterparties, and estimating profitability of the product.
  • Conduct portfolio analysis to identify cross-selling insurance & investment products opportunity.
  • Maintain proper records for product approval, post-launch review, and product line management over the life-cycle of each product.
  • Provide ongoing supports to ensure the competitiveness of existing products.
  • Responsible for conducting product due diligence to all fund products, providing products and market updates to frontline sales and advising on portfolio asset allocation.
  • Develop DPMS for Asset Management Department.
  • Responsible for outlining operation flows and procedures in complying with SFO, and addressing and implementing risk management policies on clients’ portfolio.
  • Manage any ad hoc projects as assigned.

Requirements:

  • University degree in Finance or Business related discipline or equivalent.
  • Minimum 3 years of relevant experience in financial services or insurance broker industry.
  • Pass with HKSI Paper 1, 7, 8, 12 and or with relevant IIQE Papers.
  • Deep knowledge in current financial market products, such as Bond, Equities, Funds, Insurance and structured products, etc.
  • Knowledge in MPF industry would be an advantage
  • Strong analytical ability with good communication and interpersonal skills.
  • Self-motivated, able to work independently as well as be a team player.
  • Excellent command of written and spoken English and Chinese is essential.
  • Fluency in Putonghua would be an advantage.
  • Qualification of Chartered Financial Analyst (CFA) or Certified Financial Risk Manager (FRM) or Insurance related would be an advantage.

We offer 5 days work, good career prospects and competitive remuneration packages to the right candidate. If you welcome the challenge of working in a fast-paced and dynamic environment, please send us your application with availability, present and expected packages.

The Human Resources Department
Core Pacific - Yamaichi International (H.K.) Limited
11/F, China Resources Building, 26 Harbour Road, Wanchai, Hong Kong

Email: [email redacted, apply via Jobable]  | Fax No. 2918-1202 | Website: www.cpy.com.hk


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Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelBachelor
QualificationCertified Financial Risk Manager (FRM), CFA Level III / CFA Charterholder, HKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)