Senior Manager, Investment Proposition
Job Type| Full Time Permanent
Job Function| Marketing
To lead the design, development, delivery and promotion of a compelling and competitive investment proposition which meets the defined needs of our target customers and distribution partners; oversee the maintenance and effective operation of our fund platform with adherence to the relevant regulations and maintain contractual relationships with fund houses and business partners.
Formulate and implement the investment proposition strategy which positions the company as a leader in offering best of breed investment choices for customers to manage risk and generate return to meet their investment goals.
Design and lead the development of various new investment proposition initiatives and ensure timely and smooth delivery.
Establish a fund selection mechanism and process; regularly review funds, monitor performance and undertake due diligence to identify new best of breed investment choices for the platform and remove poorly performing or unpopular funds from it.
Responsible for negotiating the commercial terms, solicit fund managers’ active support to and participation in the company’s various fund platform marketing campaigns, customer relations programmes and intermediaries activities.
Provide training and education for internal colleagues and external partners on key features and competitive advantages of our investment proposition.
Engage fund houses and partner with Distribution and other members of the Marketing team to promote our investment choices platform to target audience; participate in various customer and intermediary investment marketing activities and support the development of investment themed marketing materials.
Maintain amicable relationship with existing and potential fund house partners and keep abreast of their upcoming focused funds.
Oversee fund service vendors and engage internal and external stakeholders (including fund houses) to ensure that all fund information is kept accurate, up-to-date and the investment online functions are running smoothly.
Custodian of the end-to-end corporate actions process by liaising with all responsible stakeholders for the implementation of all regulatory communications in a timely and efficient manner, adhering to the relevant SFC regulations.
Supervise the Investment Proposition team to ensure effective and compliant end-to-end process for corporate actions and regular updates of fund information in our offering documents and other marketing materials.
Partner with Risk team to regularly review and ensure a robust process for managing our investment choices platform to mitigate regulatory risk.
Be a primary contact point with the regulator (SFC) regarding filing and approval matters on investment proposition, including Investment Choices Brochure and changes on fund information on website and marketing materials.
Provide commentary on the major changes and development of our investment choices platform (e.g. fund flows, AUA changes) for management information.
Qualifications / Experience / Requirements
University graduate with major in Business Administration, Finance, Accounting, Economics or related discipline
Minimum 10 years of experience in banking, finance, investment or insurance industry
A proven track record in a similar role in another company
Knowledge of the SFC ILAS Code
Good existing relationship with fund houses
Excellent knowledge of the fund industry and ILAS market in Hong Kong
Pass IIQE Papers 1, 3, 5 and HKSI Papers 1, 7 & 8 or equivalent is preferred
Professional qualifications in financial management or investment related discipline such as CFP, CFA would be an advantage
Excellent communications, influencing and negotiating skills
A team player with ability to prioritise and work independently
Proficiency of written and spoken English and Chinese (including Cantonese, Mandarin, Traditional Chinese and Simplified Chinese)
We offer attractive salaries and excellent benefits.
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