product specialist in Shanghai
CNY 20,000 per year
Provide investment support, education and guidance to external clients, prospects and internal private bank Relationship Managers.
Develop comprehensive investment strategy and asset allocation proposal appropriate to bank client.
Coordinate execution of investment strategy with appropriate products and services.
Provide regular and timely updates on investment opportunities to clients, prospects and Relationship Managers
To develop new products including trust products, QDII mutual funds, structured deposit product and any other investment products.
To coordinate with relevant departments to complete the policy and procedure write up.
To coordinate with Compliance & Legal on applying, reporting to relevant authorities.
To conduct training to internal marketing team before product launch.
To monitor the product performance and provide regular report to Relationship Managers.
Provide input and support for the development of new business initiatives and product enhancement.
To perform other tasks as assigned by management or upon needs.
Successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
University Graduate and/or CFA.
Minimum 4-5 years’ experience as financial market trader.
Good business acumen with understanding of the Bank's systems and operations.
Strong analytical skill with strategic thinking ability.
Good project management and presentation skills.
Highly independently and a good team player.
Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment.
Client-focused, with strong sales, analytic, technical, teamwork and relationship building skills.
Strong negotiation, complex problem resolution, communication and presentation (written and oral) skills.
Proficiency in both Chinese and English in particular good written and verbal communication skills is preferred.