【Responsibilities】
• Lead and manage investment product initiatives to achieve business targets and growth objectives.
• Conduct market research and product due diligence, oversee product selection, launch, and promotion, and deliver product training to front-line teams.
• Monitor daily product operations, addressing process, system, and procedural issues, and liaise with internal and external stakeholders to ensure smooth resolution.
• Manage and execute projects by coordinating with cross-functional teams, including Product, Sales, Risk, Digital, IT, and Operations, ensuring compliance with bank policies and regulatory requirements.
• Partner with regional teams to localize product and project requirements.
• Develop project plans, monitor progress, assess risks, and ensure timely execution with proper resource allocation.
• Optimize and streamline product processes to enhance efficiency, cost-effectiveness, and compliance.
• Support marketing initiatives by identifying top-performing funds or products and providing relevant market intelligence.
• Collaborate with regional product teams on product enhancements and new initiatives.
• Organize regular stakeholder meetings to update progress, manage expectations, and ensure alignment.
• Ensure adherence to all applicable internal policies, operational standards, and external regulatory requirements.
• 推動投資型產品業務,達成年度目標與成長指標。
• 支援團隊進行產品市場調查、篩選、上架及推廣,並為前線同仁提供必要之產品訓練。
• 監控投資產品日常營運流程,處理相關作業、系統或程序問題,並與內外部合作夥伴保持良好溝通。
• 主導並執行專案管理,協調產品經理、業務單位、風控、數位金融、資訊及營運部門等相關單位,確保專案符合客戶需求及銀行內部政策與法規規範。
• 與區域專案團隊合作,提出在地化需求,並確保專案進度與資源規劃符合預期。
• 定期檢視並優化產品銷售流程,使其更具效率、成本效益,並符合內外部規範。
• 透過市場研究,協助產品經理挑選並強化高表現之基金或產品,並支援行銷推廣工作。
• 參與跨區域產品優化或新產品計畫,確保在地執行順利落實。
• 定期追蹤專案進度,召開會議回報利害關係人,並進行專案風險評估及改善建議。
• 持續優化流程與作業模式,以提升團隊整體執行效能。
• 嚴格遵循相關外部監管規範及內部合規要求。
【Requirements】
• Experience: Prior hands-on experience in investment product management within banking or wealth management (funds, cash bonds, ETFs, equities).
• Technical Skills: Strong proficiency in Excel and PowerPoint; solid project management skills, including time management, task delegation, and risk analysis.
• Soft Skills: Excellent communication, interpersonal, and collaboration abilities. A proactive team player who thrives under pressure.
• Language: Fluent in English, both verbal and written.
• Qualifications: CFA or CFP certifications would be considered a strong advantage.
• 工作經驗:具投資產品(如基金、債券、ETF、股票等)管理相關經驗,曾於銀行或財富管理領域任職者尤佳。
• 熟悉 Excel、PowerPoint 等工具,能進行資料整理與簡報製作。
• 具專案管理能力,能有效規劃時程、分配任務、推動團隊合作並控管專案風險。
• 語言能力:具良好的英文聽說讀寫能力。
• 個人特質:具良好溝通與人際互動技巧,能在壓力下與團隊協作完成任務。
• 專業證照:持有 CFA 或 CFP 專業資格者佳。
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▲【歡迎寄送履歷至信箱】:
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