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Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Wealth and Personal Banking 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.
Job Responsibility:
Collaborate with the Head of Wealth Marketing & Proposition to define and implement wealth marketing strategies for IWS that resonate with target audiences
Lead the design and enhancement of customer-centric propositions by leveraging data analytics, market research and competitors analysis to identify customer needs and preferences
Oversee the planning, execution, and assessment of marketing campaigns, ensuring alignment with overall business objectives and adherence to budget constraints
Work closely with internal stakeholders and external partners (agencies, vendors) to ensure cohesive marketing execution
Analyze and report on key performance indicators to evaluate the effectiveness of marketing initiatives and recommend improvements
Ensure all marketing activities comply with industry regulations, Group compliancy policy and internal controls, maintaining the highest standards of ethical marketing practices
Requirements:
University degree in Business Administration/Finance/Marketing or related disciplines
Minimum 6 years relevant experience, preferably in the banking industry
Less experience candidates to be considered as Assistant Investment Services Manager
Passes in HKSI licensing examinations preferred
Experience in managing Investment products and distributing through multi-channels
Strong self-motivation, detail-minded and has the ability to work independently
Good project management skill
Good communication and interpersonal skills
Good in both written English and Chinese, proficiency in Excel application an advantage
Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
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