Our team puts clients first so we are looking for candidates that share our enthusiasm for delivering a first class client experience through an engaging and proactive sales approach.  We are seeking a team-oriented self-starter who displays initiative and a positive attitude, a high level of integrity, drive and the motivation and develop market opportunities. 

As a Vice President in the Product Manager Team, you will support the business priorities and business related matters while actively engaging with stakeholders across functions, maintaining and developing relationships between the investment desks and distribution teams. You may be involved in activities, including, but not limited to, product marketing, product distribution and development, sales and business strategy, and governance.

 

Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

 

Job Responsibilities

• Be equipped with solid capability to communicate financial markets and fund products in terms of the investment philosophy, investment strategy, portfolio construction, performance contribution and other matters relevant to the product.
• Communicate professional information in different client & channel languages. Clients refer to internal sales, direct clients, channel financial advisors and institution clients. The candidate should be able to present necessary information in both written and spoken context, and therefore promote products to generate sales and grow AUM.
• Partner with stakeholders across functions to facilitate collaboration
• Support business strategies through data analysis, reporting, and cross-functional coordination.
• Possess great communication and team working for coordination
• Work effectively and proactively with the team and all internal parties
• Act as a team player to achieve overall business objectives

 

Required qualifications, capabilities, and skills

• Bachelor’s Degree in Finance or related discipline

• At least 6 years of working experience in financial industry
• Excellent verbal and written communication skills 
• Fluent in spoken and written Chinese, conversational spoken and written English
• SITCA License, or Senior Brokerage License is a must
• Self-motivator, achiever, goal getter and able to work independently with multitasks

 

Preferred qualifications, capabilities, and skills

• Experienced in product communication of mutual funds 
• CSIA or CFA qualification