Product Management Specialist
Responsibilities:• Responsible for due diligence on distributed products (mutual fund, private fund, structured notes) such as structure, investment terms, transaction information and conduct risk assessment to satisfy SFC suitability requirements;
• In accordance with the company and sales department's needs to research suitable investment products and investment manager or issuer, negotiate business terms of contract;
• Cooperate with company sales department to make marketing material and disclosure to fulfil SFC requirements;
• Have direct exposure to different OTC products and manage lifecycle such as marginal call and valuation, to report to HKTR;
• Work with department head and cooperate with global market and retail business department.
Requirements:• Bachelor’s degree (Master’s degree preferred) with Finance background;
• The candidate shall have experience in dynamic product management role and overseeing all elements of the product development lifecycle and understand how to convert previous experiences into new application scenarios;
• Previous experience/background in client management preferred;
• Sensible and good at calculational works;
• Ability to work independently on project and management reports (especially Simplified Chinese) is essential;
• Detail-oriented and well organized with ability to communicate clearly and concisely at all levels, with both internal and external parties;
• 3-5 years of relevant experience is preferred;
• Fluent in English and Mandarin with fluent in Cantonese as a plus.
Fund Operations(Asset Management Dept.)
Responsibilities:
1. Responsible for the full lifecycle management of various asset management products, including design, establishment, issuance, operation, and liquidation, with the main product types being Cayman funds and discretionary managed accounts.
2. Responsible for communication and coordination with internal and external parties, including but not limited to external lawyers, auditors, custodians, and fund administrators; as well as internal investment managers, compliance, legal, risk control, and operations settlement; drafting and reviewing project documents and product documents to ensure project timeliness and compliance.
3. Responsible for the daily monitoring and maintenance of existing asset management products, including but not limited to daily net asset value monitoring and follow-up on abnormal trading activities.
4. Collaborate with asset management operations to handle investor account opening KYC/AML procedures and client information management.
5. Other tasks assigned by the department, including but not limited to acting as the department compliance liaison to cooperate with headquarters and group compliance reporting matters.
Requirements:
1. Bachelor’s degree or above in finance, economics, or related fields.
2. At least 2 years of experience in the financial industry, experience with the "Big Four" is preferred.
3. Familiar with various asset management products both domestically and internationally, such as domestic private equity funds, Cayman funds, and Hong Kong LPFs; possesses good financial knowledge and financial analysis skills; holding CPA, CFA, or FRM certifications is preferred.
4. Strong communication and interpersonal skills, good ability to handle pressure, and strong teamwork skills.
Responsibilities:
· Complete various activities of client management such as KYC, onboarding, annual review and maintenance;
· Face clients and handle requests efficiently such as deposit, withdrawal and transfer;
· Proactively work with sales and operations to ensure clients’ satisfaction;
· Communicate with clients in terms of products lifecycle management such as valuation reports and margin calls;
· Support sales and operations on other client services-related matters proactively;
· Contribute to projects streamlining internally workflow with own experience and feedback;
Requirements:
· Bachelor’s degree (Master’s degree preferred);
· Previous support experience/background in client services, KYC, client management preferred;
· Ability to work independently and proactively push things forward;
· Detail-oriented and well organized with the ability to communicate clearly and concisely at all levels, with both internal and external parties;
· Fluent in English and Mandarin with fluent
Contact Us
The company will provide an attractive remuneration package and fringe benefits for the right candidate. Please enclose your current base / bonus / notice period / visa / native language in the application.
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我们的联系方式:(852)5527 1956(WhatsApp)/ 13530216682(微信)
邮箱地址:leahge@asiansearch.com.hk
公司网址:www.asiansearch.com.hk

环亚智寻有限公司一直致力开发拓展香港及内地人力资源咨询业务, 其中高级人才猎聘业务已经成功的为众多跨国公司及中资机构招聘到高质量的人才,是很多知名金融机构的合作伙伴之一。
环亚智寻有限公司作为一家提供金融专业人力资源服务的公司,已经确立了以投行、资管、私募基金及相关的法务领域为核心优势的行业地位。
环亚智寻有限公司,
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