1. Lead the investment product setup process by establishing, coordinating, and managing workflows. Collaborate decisively with internal teams—including sales, investment research, legal, operations, compliance, and risk management—to ensure the prompt launch of new investent products.
2. Take charge of the ongoing maintenance and termination of investment products, discretionary managed accounts, and RQFIIs within the asset management business.
3. Address operational matters related to external fund releases and proactively provide recommendations for enhancing fund operation processes.
4. Ensure effective communication with external service providers (e.g. legal, custodian, fund admin) to guarantee seamless, compliant, and risk-controlled investment product launch.
5. Conduct internal training on investment products, empowering the sales team with the knowledge and support necessary to fully understand asset management offerings.
6. Demonstrate a strong insight and foresight into market demands while showcasing exceptional learning and information-gathering skills.
7. Execute other ad-hoc tasks as required, ensuring all responsibilities are met with excellence.
