Wen Wei Huang
Markham,ON
Summary
Proactive and meticulous investment product manager with over 10 years of experience in retail banking in Hong Kong. Proficiencies in investment products including mutual funds, structured products and bonds. Highly committed with hardworking mentality to maintain quality of services and products.
Overview
23
23
years of professional experience
Work History
Products Manager, Investment Products Division
Nanyang Commercial Bank
02.2022 - 06.2023
- Launched new investment products and services with thorough market research, leading to increased revenue growth.
- Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.
- Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
- Cross-trained existing employees to maximize team agility and performance.
- Facilitated successful cross-functional collaborations for the completion of key projects, fostering strong working relationships among team members.
Assistant Vice President, Product Development, Wealth Management
Chong Hing Bank
06.2000 - 12.2021
- Provided product management duties such as product provider assessment, product due diligence and product risk rating assessment
- Prepared product performance report and various sales report for tracking and monitoring
- Liaised and coordinated with business partners for new product launch, and marketing plans
- Compiled and distributed investment products and prepare selling materials
- Monitored market trend, generate product ideas, arrange product briefing, and prepare market updates to sales staffs
- Performed system enhancements, Marketing proposals, Monthly saving plan
- Handled inquiries from sales channels on product information
- Supported daily structured product (ELN and ELI) quotations and operations
- Ensured product and selling activities in compliance with regulatory and Bank’s guidelines.
Manager, Products (Funds)
KGI Asia Limited
03.2018 - 06.2020
- Conducted due diligence and reviews on mutual funds in comply with regulatory and internal guidelines
- Prepared periodical sales marketing materials, perform fund analysis, comparison and market intelligence
- Provided investment trainings to sales and handle queries and sales representatives
- Handled account opening, distribution agreement and KYC (know your client) documents with counter parties.
Assistant Manager, Retail & Mass Affluent Business
Convoy Asset Management (One Platform)
07.2020 - 12.2021
- Supported the team in execution of mutual fund business and product strategies
- Liaised with counter parties in performing product launch and setup
- Facilitated the compliance on regulatory requirements and internal guidelines in relation to mutual fund business
- Participated in system enhancement project on mutual funds.
Product Researcher, WMG-Products-Investment Advisory
Fubon Bank (Hong Kong)
06.2005 - 06.2008
- Conducted market and investment products researches and inform investment directions.
Education
High School Diploma -
Seneca College of Applied Arts And Technology
North York, ON04.2025
Master of Business Administration (MBA) -
University of London Royal Holloway
United Kingdom 06.2004
Bachelor of Arts in Economics (BA) -
University of Toronto
Mississauga, Canada06.1998
Skills
- Bloomberg Application
- Morningstar Direct Application
- MS Excel
- Mutual Fund Management
- Investment Products
- Proposal Preparation
- Problem-solving abilities
Languages
Chinese (Mandarin and Cantonese)
Native or Bilingual
English
Full Professional
Qualification
- Registered Relevant Individual under Hong Kong Monetary Authority in Type 1 (dealing in securities) and Type 4 (advising on securities).
- License number: AC6474
- https://apps.hkma.gov.hk/eng/index.php?c=search&m=search_by_name®id=AC6474
Timeline
Products Manager, Investment Products Division
Nanyang Commercial Bank
02.2022 - 06.2023
Assistant Manager, Retail & Mass Affluent Business
Convoy Asset Management (One Platform)
07.2020 - 12.2021
Manager, Products (Funds)
KGI Asia Limited
03.2018 - 06.2020
Product Researcher, WMG-Products-Investment Advisory
Fubon Bank (Hong Kong)
06.2005 - 06.2008
Assistant Vice President, Product Development, Wealth Management
Chong Hing Bank
06.2000 - 12.2021
High School Diploma -
Seneca College of Applied Arts And Technology
Master of Business Administration (MBA) -
University of London Royal Holloway
Bachelor of Arts in Economics (BA) -
University of Toronto
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