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Assistant, Product Operations, Product & Investment Solutions, Wealth Management

Assistant, Product Operations, Product & Investment Solutions, Wealth Management

CITIC CLSAHong Kong
10 days ago
Job description

Responsibilities

  • Support daily operations and maintenance of wealth management products, including bonds, funds, structured products, and wealth planning services
  • Prepareprehensive product data and sales analysis reports to support strategic decision-making and performance monitoring
  • Keep accurate record of wealth planning products (including referral business) and the usage of services provided by other department and business lines
  • Maintain the database, ensuring accurate product classification andprehensive data integrity for all product offerings
  • Assist in the development and enhancement of wealth management / planning systems, focusing on the design and optimization of product operations workflows
  • Manage the addition of funds to trading platforms, ensuring alignment with the approved fund list and availability for clients
  • Collaborate with internal teams to facilitatemunication and cross-functional initiatives, ensuring smooth operations and service delivery
  • Manager and issue invoices related to products and services, ensuring timely processing and accuracy

Requirements

  • Degree holder in Finance, Business Administration, Economics or related disciplines
  • At least 2+ years of relevant experience in product operation in securities firms or banks
  • Knowledge in wealth management product and wealth planning product operations
  • Proficient in Office software such as Word / Excel / PowerPoint; SAS / VBA is a plus
  • Attention to detail and well organized, ability to analyse with judgment and high level of professional and personal integrity
  • A team player with strong analytical, problem-solving,munication and interpersonal skills, able to work independently and under pressure
  • Strongmand of written English / Chinese and spoken Mandarin, Cantonese and English

    • Job ID JR001599

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    Assistant Investment • Hong Kong