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.
We are seeking a high caliber to join us as
Assistant Wealth Marketing and Proposition Manager.
Principal responsibilities:- Assist in the planning and execution of marketing campaigns, ensuring alignment with business objectives and timelines
- Conduct market research and competitive analysis to provide insights that inform marketing strategies and proposition development
- Coordinate with various internal stakeholders and external partners (agencies, vendors) to ensure the smooth execution of marketing initiatives, tracking progress and timelines
- Maintain thorough documentation of marketing projects, including project plans, budgets, and performance reports
- Help ensure that all marketing materials and campaigns adhere to industry regulations, Group compliance policy and internal controls
Requirements:
University degree in Business Administration/Finance/Marketing or related disciplines Minimum 3 years relevant experience, preferably in the banking industry Passes in HKSI licensing examinations preferred Strong self-motivation, detail-minded and has the ability to work independently 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
