Product specialist role in Private Wealth Management, supporting relationship managers, conducting p
岗位职责
Act as product specialist in the Private Wealth Management Department to support relationship managers in promoting investment products and achieving business targets.
Support the Team Head in the screening, selection, and recommendation of investment products, including structured products, funds, and bonds, to meet clients’ investment objectives.
Conduct regular product due diligence and ongoing product reviews, ensuring product quality, risk management, and regulatory compliance.
申请条件
University degree in Finance, Economics or Business-related disciplines.
At least 5 years wealth management experience.
Knowledge of investment products with experience in investment products.
Familiar with up-to-date authority’s requirements.
雇主简介
Job Responsibilities: Perform account opening documentation checking to ensure compliance with regulatory, internal policies, KYC, CDD, and AML requirements.
Approve customer account data creation and...