基金產品經理Mutual Fund Product Manager

仕事内容

【Job Description】

l 產品線維護及新種基金產品/業務模式導入評估

Maintaining the mutual fund product line and evaluating the implement of new product type and business model

l 交易流程規劃及平台功能設計

Planning for the trading process for the mutual fund product and designing the layout and function for the trading platform

l 產品績效追蹤、推廣標的篩選以及行銷活動規劃

Tracking the performance for the mutual fund, selecting the underlying for the sales campaign and marketing planning.

l 銷售人員銷售流程規劃、法規變動因應以及獎酬活動規劃

The designing for the sales approach for salesperson、driving compliance with applicable laws, rules and regulations and planning the incentive campaign for sales person.

【Requirement and Qualification】

l 具備信託業業務人員證照(必要條件)

With the license of Proficiency Test for Trust Operations Personnel

l 具備財富管理產品規劃人員(PM) 3年以上經驗

At least 3Yr related working experience as the wealth management product PM