Advisor (HK) Limited H

Associate/ AVP, product specialist, PWM (BB-9F50F)

Found in: Neuvoo Premium HK


Responsible for sourcing (both internally and externally) and developing various kinds of new products and services to PWM clients for their needs across assets allocation, investment management and wealth planning;

Working with different internal team to completing all required new product application process; Coordinating with relevant departments to introduce internal products and services to clients;

Providing products delivery training and service solutions presenting to support the sales/ RM team;

Full compliance with internal guidelines and those stipulated from the regulators;

Relevant experience in PWM product developing is required. Proficiency in English and Mandarin is required.

calendar_today21 hours ago

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