Responsibilities:

Product Life-cycle Management

• Oversee new products development life-cycle (e.g., fixed income, quantitative hedging, FOF) with profit distribution mechanisms compliant with Asset Management New Regulations

• Responsible for building product shelf systems, which align product lines with client risk tiers and ensure compliance with underlying asset transparency checks

• Monitor product performance in tracking AUM fluctuations, benchmark deviations, and client complaint rates

• Drive product iterations in optimize various features based on client subscription/redemption behavior data

Sales & Client Services

• Develop marketing strategies in creating product comparison matrices and client-tailored pitch templates

• Involve in building smart tools in designing product screening engines for automated portfolio recommendations (by age, assets, investment goals)

• Collaborate with research teams to produce Quarterly Asset Allocation Reports and trading strategies

• lead a team to support client roadshows in demonstrating product mechanics to private banking clients

Compliance & Risk Management

• Review marketing materials and monitor sales suitability, which ensure client risk assessments align with product risk levels

Requirements:

•      Degree Holder or above from 985/221 or QS Top 50 Universities (Finance / Investment related
  discipline are highly preferred)

•      Current SFC Type 9 licensed person; Holder with CFA/FRM/CFP is preferred

•      Minimum 3 years’ experience in banking wealth management subsidiaries/ asset management roles, with leading experience in designing products exceeding RMB 1 billion in scale

•      Deep knowledge of asset management regulatory policies

•      Proficiency in Wind/Python for independent product attribution analysis

•      Sales-oriented mindset and resilience under pressure

We offer an attractive remuneration package including:

• Performance Bonus
• Staff Discount for Company Products/Services
• Birthday Leave

• Medical Insurance
• Dental Insurance
• Scholarships & Training Sponsorship

To apply, please click "Apply Now" and submit your resume with expected salary.

(Personal data collected will be kept strictly confidential and used for recruitment purpose only.)

Apply Now