
Competent, Knowledgeable dedicated and experienced customers service and marketing professional with extensive experience driven to exceed goals and build great relationships with salespeople. Facilitate positive experience through high-quality products’ knowledge and prompt resolution of complaints and issues.
Excellent communication with over 10 years of client service experience addressing frontline requests and concerns to provide relevant information and options.
Treasury Department/Product Manager
WM Department/Head of Product Manager
· Establish and enhance sub-brokerage trading system.
· Responsible for the creative development process including transactions process, communications and EDMs
· Implement and follow market policies, govt frameworks, practices, and regulation.
· Guiding and develop team members such as IT, traders, and frontline sales.
Marketing Department/ PR
· Work proactively with key journalists/reporters to strengthen company brand.
· Manage broad range of media(traditional and digital) and arrange PM interviews.
· Supporting and Holding Seminar for new funds launching or cooperate with KOL
· Ensure all activities strong propositions to target clients.
· Collaborate with stakeholders across insight marketing (US Headquarter)
· Global market article translations and EDMs
WM Department/ UT&ETF&FB Product Manager
· Cooperate with fund house and other product counterparty such as onshore and offshore sub-brokers.
· Follow up regional policy and guidelines and core funds recommendations and tracking performance.
· Implement and follow govt policies, frameworks, regulations to above products.
Offshore funds agent/Research
· Market reports and news release
· Competitive products research and ad-hoc work
· Introducing popular funds such as Russell Multi-assets, Julie bare luxury funds/ pan euro funds. etc.,
Interpersonal Skills
Marketing and Client Services
Excellent Analytical and Organizational Skills
Effective Communication Skills
Multitasking Skills
Problem Solving and ad-hoc resolution
金融常識與道德(FSE)