Position Purpose :
Providea brief description of the overall purpose of the position, why this positionexists and how it will contribute in achieving the team’s goal.
PM will handle execution of various investmentproducts for WM.
PM will maintain and perform inventory / data warehousing for WM.
PM will perform product life cycle management and produce relevantreports
Handle orders and deals for investment products, such as mutual fund, fixed income and structured products.
Handle orders and deals for FX product and derivatives. At least 1 year exposure to FX dealing room
Respond to enquiry of product information, price quotation and order status.
Prepare product marketing materials and review related Chinese product document..
Conduct WM portfolio analysis and provide advice for necessary action.
Track product performance and follow up recommended products and propose investment solutions
Familiarized with external regulations and internal guidelines / procedures; ensure trades / products are done in accordance with internal rules and external regulations.
Participate in system enhancement projectsand suggest efficient business process
Sourcing new product information and collectmarket intelligence, including patterns and market trends
Understand theproduct settlement process and able to interpret related corporate actionactivities
Professional knowledge and experience in dealing, clients handling aswell as investment product advising.
Professional knowledge of investment products including Fixed Income, MutualFunds, Structured products, etc.
Teamwork spirit and highest standard of integrity in terms of behavior.
License : Trust and derivative product