Job Advert Details
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world’s largest global wealth managers with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers’ needs.
- People Responsibility: N
- Report to: SVP Investment and Wealth Solution Product
- Job content:
- Leverage global CIO view to develop and plan investment strategy/market update/investment outlook activities for frontlines and client communication
- Ensure fund research/selection/onboarding and fund house connections across for both RW and PB are conducted in both qualitative and quantitative perspective ESG project coordinator to oversee front-to-end process and risk identification
- Review, enhance and monitor the quality of communication, reports, and insights from global/regional Insight team
- Manage day-to-day Insight team activities and to collaborate with stakeholder to implement Global or local projects aims to improve overall effectiveness of our insight distribution and to enhance customer experience and to achieve business results
- Conduct timely investment market update in both qualitative and quantitative perspectives
- Develop investment and asset allocation strategies
- Assist in all Investment Outlook activities, arrangement, marketings, and campaigns across RW and GPB
- ESG project coordinator to oversee front-to-end process and risk identification
- Ensure fund research/selection/onboarding and fund house connections across are conducted and regularly provide UT strategy update and comparison to meet clients needs in different market environment
- Ensures that the business complies with all relevant internal guidelines and external regulations, set by the Group and relevant authorities
信息
- Has Experience in the financial industry is required
- Strong leadership, project management and communication skills are required
- Extensive marketing and product development experience with strong market research capability and analytical skills are preferred
- Strong organizational, strategic planning, analytical, mathematical, decision-making skills
- Ability to build long-tem relationship with srakeholders
- Good time managemenrt skills
- Experience in establishing a business and coordinating resources
- Fluent English communication and MS Excel / Powerpoint skill
- Strong communication, problem solving, and good time management skill
- Has wealth management experience in Banking or Securities industry is a plus
- Prerequisite License: 信託業務人員, 金融市場常識與職業道德