investment proposition senior manager in Hong Kong

avery cheng, randstad hong kong
job type
HK$ 600,000 - HK$ 840,000 per year

job details

hong kong
job type
working hours
HK$ 600,000 - HK$ 840,000 per year
reference number
avery cheng, randstad hong kong
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job description

Company Description

Our client, a global insurance company is seeking a high calibre to support the maintenance and effective operation of their fund platform and contractual relationships with fund houses.


  • Manage the end to end corporate actions process; implement all regulatory required communications in a timely and efficient manner, adhering to the SFC code.
  • Collaborate with IT & Operations, Risk, Finance and other members within the Marketing team to ensure the smooth delivery of corporate actions related customer letters and updates of the fund information on our systems and literature.
  • Act as the first point of contact with the SFC in handling the submission of corporate actions for filing or approval.
  • Regularly check and update the Investment Choices Brochure with fund houses to ensure the accuracy of the fund information in the offering document.
  • Perform due diligence and undertake performance monitoring on existing and potential new funds on investment proposition platform.
  • Negotiating commercial terms and managing contractual relationships with all existing and potential new fund houses on our investment proposition platform.
  • Maintain effective ongoing communication with designated fund houses and handle relevant enquires and requests.
  • Provide and maintain all fund information in marketing materials and ensure that is up to date, accurate and complies with all regulatory requirements.
  • Resolve enquiries from internal and external parties on investment funds in a timely and efficient manner.
  • Perform UAT for any system enhancement relating to the investment fund platform.


  • Bachelor degree holder
  • At least 6 years of experience in banking & finance, investment or insurance industry
  • Knowledge of the SFC ILAS Code
  • Self-motivated with strong sense of responsibility, strong analytical mindset, excellent problem solver and communicator
  • Proficiency in spoken English, Cantonese and Mandarin
  • Proficiency in written English, Traditional Chinese and Simplified Chinese

Interested parties please send full resume with current and expected salary to me or please click “APPLY NOW” to submit your application. For a confidential discussion, please contact Avery Cheng at +852 2232 3422.


Knowledge of the SFC ILAS Code


no additional qualifications required

educational requirements

Bachelor Degree