Responsible for sourcing (both internally and externally) and developing various kinds of new products and services to PWM clients for their needs across assets allocation, investment management and wealth planning;
Working with different internal team to completing all required new product application process; Coordinating with relevant departments to introduce internal products and services to clients;
Providing products delivery training and service solutions presenting to support the sales/ RM team;
Full compliance with internal guidelines and those stipulated from the regulators;
Relevant experience in PWM product developing is required. Proficiency in English and Mandarin is required.