•  Conduct product due diligence as per Company’s framework and local regulatory requirement across asset classes with primarily focus on mutual funds. 
• Provide compliance advisory on selling company products including suitability assessment framework and disclosure requirements from SFC.
•  Provide support to the product team in implementing product strategies.
•  Performing ongoing product due diligence.
•  Prepare and update policies and procedures in relation to the Company’s governance framework.
•  Conduct market research including product comparison, industry trend to maintain company’s competitive edge in wealth management platform.
•  Perform any ad-hoc duties as assigned.

•  A Bachelor degree holder in Finance/ Economics/ Accounting with a minimum of 3 years of relevant experience in investment management, fund/ wealth/ asset management, or private banking sector.
•  Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset classes including equity, foreign exchange, fixed income, credits, commodity, mutual funds, private equity funds, etc.
•  Good communication in English and Mandarin (Fluency in Mandarin is highly preferred)
•  Proactive, disciplined, result-oriented, desire to excel, strong team spirit
•  Good in PowerPoint presentation, Excel spreadsheet and database analysis.
•  Licensed Representative of Type 1 and/ or Type 4 and/ or Type 9 under SFC. If otherwise, prefer to have already passed or prepare to take HKSI paper 1 and/ or 7 and/ or 8

Better tech, better finance, better world

CreditEase is a leading FinTech conglomerate in China, specializing in inclusive finance and wealth management, including payment technology, marketplace lending, crowdfunding, robo-advisory, insurance technology, and blockchain products and services. CreditEase actively engages with global FinTech innovators through business incubation, commercial cooperation and investment.

CreditEase Wealth Management is the wealth management arm of CreditEase, and focuses on comprehensive global asset allocation services for high-net-worth individuals and mass affluent Chinese investors. It also offers a wide range of services such as investment immigration and international education advisory, and products across different asset classes including fixed income, private equity, capital markets, real estate and insurance. CreditEase Wealth Management is committed to providing high-quality products and services in line with customer needs and expectations, as well as helping to formulate comprehensive plans for wealth preservation and growth.