The purpose of the job is to be responsible for managing the product lifecycle for our fee based and/ or third party products and Privately Managed Portfolios. Development of long term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation and operational improvements. Monitor program sales and profitability against targets and adjust approach when necessary. Provide monthly review/insights of product sales, assets and profitability.
Tie-up and Product Management:
1. Tie-up with third-party product providers, mutual funds, insurance companies, and Alternate Investment funds, etc.
2. Management of our discretionary managed programs; ensure compliant design and delivery of our solutions/Products, including: Mutual Funds, PE Funds, Insurance, PMS, and overseas product basket.
3. Development of long-term plans to grow asset book, including enhancing the advisor experience, adding new mandates, product innovation, and operational improvements.