Senior Investment Funds Commercialization Manager - Hang Seng Bank (HK)
发布于 13 天前中层管理(经理/总监)
AI 估算 · 50k–80k
Senior financial role in Hong Kong with competitive market rates and high living costs.
职位详情
关于这个职位
This role manages the commercialization of investment funds at Hang Seng Bank, driving sales strategy, portfolio quality, and end-to-end sales journey development. You will collaborate with external fund houses and internal teams to enhance product propositions and achieve KPIs. The position requires strong leadership and communication skills to oversee training and streamline sales processes.
最低要求
University degree preferably in Business, Marketing, Economics, Finance or related discipline. Minimum 8-10 years of experience in the sales process and planning for Investment Fund or investment related, with 3 years or above business or commercialization role at senior level preferred. Candidates with less experience may also be considered provided they have relevant background with strong competences. Demonstrated track record in product and sales journey management, implementation and oversight of policy and governance frameworks, procedures, practices, regulatory requirements. Result-oriented with strong leadership and communication skills, demonstrating capability in leading team to inspire and engage people at all levels and effect change to regulatory update. Great sense of ownership and servicing mindset to ensure efficient and effective communication with different stakeholders for business outcomes. Language proficiency in English and Chinese.
工作职责
Manage the wealth proposition development of investment funds and the end-to-end sales journey development to meet the investment needs of our customers. Drive the funds business portfolio quality and growth potential. Improve sales service quality in accordance with regulatory and internal requirements and policies. Collaborate with external partners like fund houses, distribution channels, 2LoD, and other stakeholders to maintain our competitive edge in the fund business. Work closely with product teams to formulate sales strategies to drive investment fund sales to achieve the KPIs and OKRs set for Investment Fund. Drive initiatives such as sales process streamlining and system enhancements to deepen engagement with frontline staff for higher working efficiency. Oversee training for the frontline on product features, benefits, and competitive differentiation.
AI 洞察
优缺点分析
优点
- Opportunity to work at a leading global bank with a strong brand and extensive resources.
- Exposure to high-level strategy and collaboration with top-tier fund houses.
- Competitive compensation and benefits package typical of senior financial roles in Hong Kong.
- Hybrid work style offers flexibility in a demanding industry.
- High pressure to meet sales KPIs and regulatory compliance requirements.
- Requires managing multiple stakeholders and navigating complex organizational structures.
- Long hours may be expected during peak periods or product launches.
- Experienced professionals with a strong background in investment fund sales, product management, and team leadership who thrive in a fast-paced, results-driven environment.
缺点 / 挑战
暂无明显挑战项
角色解读
- Progress to Head of Wealth Commercialization or similar senior leadership roles within asset management.
- Expand expertise into broader wealth management or private banking propositions.
- Transition to strategic roles in product development or business strategy at top financial institutions.
- Develop and manage the wealth proposition for investment funds, ensuring alignment with customer needs and market trends.
- Drive sales strategies and collaborate with product teams to achieve KPIs and OKRs for investment fund sales.
- Oversee training for frontline staff on product features and competitive differentiation.
- Streamline sales processes and enhance systems to improve efficiency and engagement.
- Deep knowledge of investment funds, sales processes, and regulatory frameworks.
- Strong leadership and communication skills to manage teams and influence stakeholders.
- Result-oriented mindset with experience in product commercialization and sales journey management.
- Proficiency in English and Chinese for effective communication in a bilingual environment.
申请策略
- Tailor your application to demonstrate how you have improved sales efficiency or product proposition in previous roles.
- Research Hang Seng's recent initiatives in wealth management to show genuine interest.
- Emphasize track record in driving successful fund sales or commercialization initiatives with measurable results.
- Highlight leadership experience in managing teams and cross-functional projects.
- Showcase knowledge of regulatory frameworks and experience in policy implementation.
- Include bilingual proficiency and any experience in Hong Kong or Asian markets.
- If less experienced, focus on relevant certifications like CFA or improve understanding of wealth management products.
- Enhance data analysis skills to better track sales performance and KPIs.
面试指南
- Use the STAR method: Situation, Task, Action, Result for behavioral questions.
- For strategic questions, outline a structured approach: analyze data, identify gaps, propose solutions, measure impact.
- Demonstrate knowledge of local regulations (e.g., MRCS) and how they influence sales processes.
- How would you approach developing a new sales strategy for an underperforming fund?
- Describe a time you managed a cross-functional team to launch a financial product.
- How do you ensure regulatory compliance while driving sales growth?
- Can you provide an example of a successful partnership with an external fund house?
- How do you train frontline staff to effectively sell complex investment products?
职位点评
Senior fund commercialization role at a top global bank in Hong Kong, offering strong compensation and hybrid work, but with high sales pressure.
从薪资福利、成长空间、工作节奏和岗位方向综合评估，方便横向比较。
薪资福利
This senior role offers a competitive salary and benefits typical of global banks in Hong Kong, with clear signals of performance-based rewards.
成长发展
The role provides opportunities for career advancement and skill development through exposure to high-level strategy and training oversight, but the bank emphasizes 'good career development' without specific programs.
工作生活
Hybrid work style offers flexibility, but the demanding nature of sales and regulatory expectations may lead to intense work periods. Hong Kong's high cost of living and long hours are common.
使命价值
The role contributes to the financial well-being of customers but is primarily commercial; social impact is neutral.
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