Senior Investment Funds Commercialization Manager - Hang Seng Bank (HK)
Central, Hong Kong Island, HK
Job description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
Investments and Wealth Solutions
Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Retail Banking and Wealth (RBW) customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.
We are currently seeking a high caliber professional to join our team as Senior Investment Funds Commercialization Manager, reporting to Head of Wealth Commercialization and Proposition.
Principal Responsibilities
- Manage the wealth proposition development of investment funds and the end-to-end sales journey development to meet the investment needs of our customers.
- Drive the funds business portfolio quality and growth potential. Improve sales service quality in accordance with regulatory and internal requirements and policies.
- Collaborate with external partners like fund houses, distribution channels, 2LoD, and other stakeholders to maintain our competitive edge in the fund business.
- Work closely with product teams to formulate sales strategies to drive investment fund sales to achieve the KPIs and OKRs set for Investment Fund.
- Drive initiatives such as sales process streamlining and system enhancements to deepen engagement with frontline staff for higher working efficiency.
- Oversee training for the frontline on product features, benefits, and competitive differentiation.
Requirements
- University degree preferably in Business, Marketing, Economics, Finance or related discipline
- Minimum 8-10 years of experience in the sales process and planning for Investment Fund or investment related, with 3 years or above business or commercialization role at senior level preferred. Candidates with less experience may also be considered provided they have relevant background with strong competences.
- Demonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices, regulatory requirements
- Result-oriented with strong leadership and communication skills, demonstrating capability in leading team to inspire and engage people at all levels and effect change to regulatory update
- Great sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomes
- Language proficiency in English and Chinese
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme.