Description
Some careers have more impact than others. If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be.
We are currently seeking a high caliber professional to join our team as Senior Investment Funds Commercialization Manager, reporting to Head of Wealth Commercialization and Proposition.
Principal Responsibilities
- 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.
Requirements
- 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