锦鲤求职岗位描述
岗位职责
Manager / Senior Manager (Product & Portfolio Management) - Retail Banking (Private Banking/Wealth Management)
1. Conduct comprehensive analysis of macro/micro market data on Private Banking and Wealth Management, overall economic analysis and hot market topics, etc., Prepare regular and ad-hoc strategic reports for asset allocations and investment products framework.
2. Manage wealth management strategies and product applications. Establish and design investment products framework according to clients’ needs and risk appetite.
3. Design and update complex investment products list according to latest market needs. Be responsible for the product launching procedures and management of products online platform.
4. Design relevant policies and operational procedures for external service providers and product management in compliance with regulatory and internal control requirements.
5. Enhance and optimize the investment products framework, including the entire process of product due diligence, product listing and launching applications, performance evaluation, and ongoing management of products framework.
6. Drive the cross-border and cross-departmental system integration and optimization for business collaboration.
1. 综合分析宏/微观数据、行业数据、市场数据、热点题材等，定期与不定期形成策略报告，为大类资产配置提供框架。
2. 牵头资产、策略的研究及在产品中的应用，按客户需求及风险偏好完善境内外产品货架体系及设计开发。
3. 主导产品创新、复杂产品方案设计，并督导落实。
4. 主导代销产品合作机构及产品管理制度，审定产品手册或产品案例撰写，推动和宣导制度执行、产品模式和方案落地。
5. 牵头产品体系的改进及优化，负责重点产品尽调、申报、上架、业绩评价、存续期管理等全流程。
6. 牵头跨条线、跨部门的系统整合及优化，重点业务协同等。
任职资格
1. Master's degree or above, preferably in Economics, Finance, Mathematics or related disciplines.
2. Minimum 5 years of experience in the financial and banking industry, with at least 3 years in investment management or product portfolio management for Private Banking and Wealth Management. Experience in cross-border product sales, FOF investment management, or structured and investment products is highly recommended.
3. Solid market analysis experience and familiar with investment products in Hong Kong and overseas markets.
4. Passed in HKSI Paper 1, 7 & 8. Holders of professional qualifications such as CFA, CPA, or ACCA are preferred.
5. Good command of written and spoken in English and Chinese (Cantonese & Mandarin).
6. Proficient in Microsoft office applications such as Word, Excel, and PowerPoint.
1. 具备硕士及以上学历，主修经济、金融、数学等相关专业优先；
2. 具备5年及以上金融行业工作经验，其中至少3年及以上投资管理或产品组合管理经验，有境外产品代销、FOF投资管理、结构性票据发行及投资经验者优先；
3. 宏观分析理论扎实，熟悉香港及境外市场金融产品；
4. 持有香港HKSI (卷1、7、8), 持有CFA、CPA、ACCA等相关专业资质者优先；
5. 良好中英文语言（包括粤语及普通话）及书写能力；
6. 熟练使用Word, Excel, and PowerPoint.等常用办公软件。
Your job application for the in-scope position(s) is subject to the Mandatory Reference Checking Scheme (MRCS) formulated by the Hong Kong Association of Banks (HKAB) in consultation with the Hong Kong Monetary Authority. You are required to provide your consent for China Minsheng Banking Corp., Ltd. Hong Kong Branch (CMBC Hong Kong Branch) to conduct reference checks with your current and previous employers. Any employment offer will be conditional upon the satisfactory completion of this mandatory process. For more details, please refer to the “FAQs for In-Scope Individuals” on HKAB website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2. All information provided by you will be treated with strict confidence.
* In case of any discrepancy between the English version and the Chinese version, the Chinese version shall prevail.