Wealth Financing Product

Support the development, implementation, and management of wealth financing products tailored to high net worth individuals to help them manage and grow their wealth effectively. 

Responsibilities :

• Handling administrative tasks to ensure smooth operations within stakeholders: Maintaining client databases, organizing meetings, preparing documentation, and managing correspondence.
• Collaborate with cross-functional teams, including marketing, sales, IT, and operations, to launch new WCL campaign and/or promotion in a timely and efficient manner.
• Design KPIs and incentive for sales to motivate and drive them to achieve the key performance target.
• Monitor KPIs and metrics related to WCL product performance, such as loan volume, credit quality, RAROC, delinquency rates, and profitability, and develop action plans to address any areas of concern or underperformance.
• Stay informed about regulatory developments, compliance requirements, and industry best practices related to lending and credit products, proactively addressing any regulatory changes or compliance issues that may impact the WCL product.

Qualifications:

• Bachelor's Degree or higher in the relevant discipline (Accounting/Finance/Business/Economics/Financial Engineering)
• 3-5 years of experience in management of investment or wealth financing relevant background or in established bank / financial institutions
• IC License is a must
• IP License is preferable
• CFP is an asset
• Strong knowledge of wealth and lending products
• Fluent in written and spoken English
• Understand Banking/Financial and business fundamental concepts
• Strong quantitative and analytical skills