Fubon Bank, an identity that reflects the commitment of providing customers with Value Banking Service - "Get More than You Expect" , is also a leading distributor of investment solutions and services, supported by a broad range of products, a talented and dynamic team.
In line with our business expansion, we are inviting committed professionals to join our team. If you have the passion and belief that you can grow with our business, and contribute to our success, capitalize on this career opportunity.
Responsibilities:
- To communicate with Legal and Compliance Divisions to arrive at suitable procedures on wealth management activities (including insurance and investments) that commensurate with the requirement laid down by the regulatory bodies
- To formulate and review the guidelines and standard procedures on wealth management selling activities to ensure compliance with internal requirements and regulatory bodies’ circulars and publications
- To arrange with IT to update and enhance the Bank’s computer system on wealth management activities to cope with the requirements laid down by the regulatory bodies and indicated in the internal guidelines and standard procedures
- To provide update information, advice and changes of regulatory guidelines and rules to frontline staff who participate in regulated activities
- To assist and review credit proposals and to provide advice and guidance to branches in order to ensure all product financing businesses are conducted in comply with Risk Management’s requirements
- To support ad-hoc business projects and task force assigned by management
- To oversee the operation of Branch Support and ensure effective and efficient support to all distribution channels
Requirements:
- University graduate or above
- 7 years or above relevant experience
- Minimum 5 years in wealth management and premium financing is preferable
- Substantial knowledge of respective responsible areas / functions
- Well-versed in relevant policies and procedures of the Bank as well as regulatory requirements
- Good communication and people management skills
- Fulfill Relevant Individual (RI) & Technical Representative (TR) requirement is an advantage
- Strong analytical skill and project management know-how
- Sales experience in wealth management is an advantage
- Proficiency in English and Mandarin
Please send your application DIRECTLY to Fubon Bank (Hong Kong) Limited, Human Resources Management Group via email: [email redacted, apply via company website] with full resume quoting the above reference no.
For other vacancies, please visit our website: www.fubonbank.com.hk
*All personal data provided by job applicants will be used for recruitment purposes only in accordance with the Bank’s Personal Data Information Collection Statement, a copy of which is available on our website: http://www.fubonbank.com.hk/web/html/sh\_careers\_e.html