Product Specialist – Investment Product (Private Banking) Job in 銀行及保險 in 所有澳門特別行政區地區

Product Specialist – Investment Product (Private Banking) Job in 銀行及保險 in 所有澳門特別行政區地區 - Job Description

職位內容

公司名稱: 滙業銀行 BANCO DELTA ASIA, S.A
滙業銀行（前身為澳門恆生銀行）於1935年在澳門成立，是滙業財經集團的旗艦公司，迄今已超過88年歷史。時至今日，滙業銀行已發展成為現代化綜合金融機構，以投資銀行及私人銀行業務為重心，配合商業銀行和全面的產險及壽險業務，為澳門社區及中小企業提供專業的銀行服務。

滙業財經集團亦在香港設立公司，專營證券買賣、財富管理及保險銷售，更在廣州設有諮詢公司，致力為中、港、澳的企業及個人客戶，提供各項優質的金融服務。

滙業銀行秉承「以人為本」的經營理念，視每位員工為重要資產，竭力推廣關愛員工文化，我們為員工提供具活力的工作環境，良好的職途發展機會，全面性的專業訓練，以及具競爭力的薪酬及福利計劃。

Product Specialist – Investment Product (Private Banking)

誠信‧專業‧創富‧增值

Responsibilities:

Lead the development and review of investment product strategies and wealth management (Investment & Insurance) solutions, aligning with overall business objectives and market trends
Manage the end-to-end product life cycle from product development, ongoing due diligence and channel management
Identify opportunities for product improvement and differentiation, focusing on efficiency, standardization, scalability, and driving improvements in sales effectiveness and customer experience
Support various kinds of investment sales activities & client meetings and work closely with sales team to meet sales target
Provide technical expertise and support to internal stakeholders, delivering trainings and marketing materials to the sales team and intermediaries to enhance product knowledge continuously
Ensure tasks are executed and controlled within the appropriate risk level and compliance with internal and external regulatory requirements
Conduct on-going market intelligence to maintain business competiveness
Perform all other related duties as assigned

Requirements:

Bachelor degree in Business, Finance or a related discipline
8+ years of relevant experience in private banking, wealth management and/or retail banking premier sector
Licensed by SFC for regulated activities Type 1,2,4,5,9 and qualification in IIQE
Professional qualification as CFA or CFP is a plus
Demonstrate comprehensive knowledge of wealth management product cycles and solid understanding of regulatory requirements
Strong market sense with sensitivity to market changes and proactive to drive business growth
Strong analytical and project management skills, able to multitask and meet tight deadlines
Excellent presentation, communication and interpersonal skills
Good command of both spoken and written English and Chinese
Proficient in MS Office applications including PowerPoint presentation

We offer competitive remuneration and fringe benefits to the right candidate. Interested parties please email your full resume with availability, recent photo, current and expected salary to bdajob@delta-asia.com

Our company website: www.delta-asia.com

All information provided will be treated in strict confidence and only be used for recruitment purpose.