Senior Associate, Investment Product Manager - Unit Trust, Investment Product & Advisory, Consumer Banking Group
- Taiwan
- Permanent
- Full-time
- Ensure timely and accurate product management and well-launched.
- Deliver the insightful valued add to assist business for better upgrade and implementation.
- Support team to conduct product survey, selection, launch and promotion and deliver necessary product training to the front line
- Monitoring investment product daily operation process including trouble shooting/procedure/operation/system issues and communication with internal and external counter parties.
- Project management and execution
- Coordinate a broad range of operation with related parties, including Product manager, Sales, Risk, Digi, IT and Ops to assist project development and to satisfy the expectation of customers and to ensure compliance of the Bank policy and regulation requirement.
- Work with regional project team to provide country customization requirement.
- Proactive in meeting arrangement and resource planning
- Controlling in time management and analyzing project risk
- Optimizing and improving processes and the overall approach where necessary
- Monitoring project progress and hold a regular meeting to update stakeholders.
- Review and develop product sales process to make it streamlined with cost efficiency and in line with operation procedure and complied with internal and external guideline.
- Support product managers’ marketing efforts by identifying and highlighting top performing funds or products, or researching relevant market information.
- Work with regional product for any product enhancement or new initiative project.
- Adhere to all relevant external regulatory and internal compliance requirement.
- Non-technical Experience. Good communication and interpersonal skills ability.A team player able to work under pressure.
- Technical Experience. Prior experience in product management on investment products (funds/cash bonds/ETF/EQ) in banking or wealth management industry.
- Computing skills such excel/power point.Fluent in English, both in speaking and writing.
- Strong organization skills including delegating tasks, motivating colleagues and managing stakeholder priorities in a deadline-oriented environment.
- Professional Qualification. Qualifications in CFA, CFP would be an advantage.