Save Job Back to Search Job Description Summary Similar JobsGrowing TeamCompetitive SalaryAbout Our ClientClient is one of the leading Banks.Job Description As a Type 1 & Type 4 EO WM, your main responsibilities will include:Support and implement investment-related projects to gain exposure to the full product development lifecycle.Maintain strong relationships with fund houses and external partners to ensure effective collaboration.Propose and initiate new project ideas and service enhancements for the platform.Review functional specifications, system designs, and business requirements to ensure alignment with business needs.Conduct annual reviews of Wealth Management-related policies, procedures, and product documentation.Collaborate with internal departments - including Legal, Compliance, IT, Operations, and Finance - for the launch of new initiatives.Prepare business documentation and presentation materials for internal and external use.Assist the line manager in delivering product training to relevant teams and support other ad hoc tasks as assigned.The Successful Applicant A successful candidate should have:Strong knowledge and experience in the Financial Services industry.Proficiency in wealth management processes and operations.Excellent communication and interpersonal skills.Ability to work effectively in a team-oriented environment in Kowloon.Attention to detail and a proactive attitude in problem-solving.Educational background in finance, business, or a related field.What's on OfferAttractive bonus package to reward your performance.Opportunity to work in a large sized organization within the Financial Services industry.If you are ready to take the next step in your career, apply now to be part of a team committed to excellence in Banking & Financial Services.ContactJane ThamQuote job refJN-112025-6878076Phone number+852 2848 4798Job summaryFunctionBanking & Financial ServicesSpecialisationPortfolio / Fund / Asset ManagerWhat is your area of specialisation?Business ServicesLocationHong Kong IslandJob Type:PermanentConsultant nameJane ThamConsultant phone+852 2848 4798Job ReferenceJN-112025-6878076