Senior Manager/AVP, Investment Service (FX/Structured Product/Bond)

Job Purpose

• Responsible for the development and implementation of business plans, product management and marketing programs for Investment Services products and services.
• Responsible for driving awareness, acquisition and utilization of the Bank’s Wealth Management (WM) Services through digital channels, and enhancing customer experience & engagement across digital touch points for Retail & Private Banking segments.

Key Responsibilities

• Develop business plans to drive Investment Services and relevant products and services to meet business targets for Retail, Private and Business Banking.
• Manage and work closely with internal and external business partners/ product providers to provide quality products and services to the bank’s customers.
• Implement and manage effective product management and launch from product due diligence, product provider selection to ongoing review.
• Launch competitive products, services and promotion, and conduct evaluation & review to meet different market segment needs.
• Develop and control the quality of customer communication in relation to the products under management.
• Support the strategic planning for business expansion, including development of new customer segments, niche products, new markets and sales channels.
• Work with business partners and advertising agencies on above-the-line and below-the-line marketing communication pieces and campaign execution.
• Actively monitor and manage investment products and services, and keep track of market intelligence.
• Co-ordinate with sales channels and other departments to facilitate quality sales and after-sales service delivery to customers and to maximize the effectiveness of sales campaigns.
• Provide guidance and coaching to junior team members as required to ensure that they are competent to perform their jobs.
• Support frontline and adhere to anti-money laundering and counter terrorist financing controls in accordance with regulatory standards and CNCBI policies.

Requirements

- Degree holder or equivalent. Major in Finance or Economic related disciplines will be an advantage.

- Minimum 5 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;

- 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).