Proposition Manager overseeing management and maintenance of ILAS products at Zurich. Collaborating with stakeholders and ensuring compliance with regulatory requirements in Hong Kong.
Responsibilities
Support the management and maintenance of Investment-Linked Assurance Schemes (ILAS) and their underlying investment choices.
Monitor fund house communications and stay informed about industry trends to contribute to product improvements.
Maintain investment choices by tracking performance and conducting other ongoing reviews.
Draft clear, professional client letters and other written communications for stakeholders, ensuring accuracy and compliance.
Act as a contact point for local regulators and stay up to date with regulatory requirements to ensure compliance in all product-related matters.
Communicate with internal and external stakeholders to address product-related questions and maintain strong working relationships.
Prepare sales aids, product documents, and related materials to support business objectives.
Assist the Head of Propositions or Manager with product-related projects, tasks, and ad hoc initiatives as required.
Requirements
Bachelor’s degree in Finance, Economics, Communications, or a related discipline.
5-6 years + experience managing ILAS products and investment choices; experience interacting with regulators is an advantage.
Demonstrated ability to remain aware of updated regulatory requirements and apply them to day-to-day work.
Native spoken Cantonese and strong proficiency in English, with outstanding written communication skills in both Chinese and English; ability to draft clear and effective client correspondence.
Proficiency in Microsoft Office, especially Word, Excel, Teams, and Outlook.
Strong analytical, organizational, and communication skills.
Responsible, detail-oriented, and able to work independently.
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