RUI SUN
Product Manager & Institutional Sales at AQUMON- Claim this Profile
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Chinese Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Credentials
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Licensed Representative for SFC Type 4 Regulated Activity(ies)
Securities and Futures CommissionFeb, 2022- Nov, 2024
Experience
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AQUMON
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Hong Kong
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Financial Services
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1 - 100 Employee
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Product Manager & Institutional Sales
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Dec 2020 - Present
B2B Product Manager of Fund/ETF/Stock/ FX Trading: odd-lot ETF pricing and trading, portfolio trading, auto-rebalancing and Corporate action handling. Fund Product & Sales: Institutional clients relationships management. Product pricing and negotiation principle. Writing pitch decks, fund prospects, products intro, strategy performance report, RPQ mechanism and fund due diligence docs. B2C PM and Development Agile Lead: product research, PRD generation, release version management, UAT performing, technical solution construction. Led the full life cycle of retail stock and fund trading development. Financial Data PM: Data cleaning and verification, and data API specification drafting for ETF & stock streaming data from Reuters Refinitiv Knowledge Direct. Processing of raw mutual fund data from MorningStar. Show less
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Industrial and Commercial Bank of China
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China
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Banking
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700 & Above Employee
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Product Manager
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Aug 2019 - Dec 2020
Product Manager and marketing sales of Stock Trading & Settlement Product and instant payment Projected investment returns on digital payment products Compliance support for HKMA HKICL circulars Institutional Product Sale for security settlement and instant payment products Transaction Monitoring for stock trading and electronic payment transactions (FPS/CHATS/TT/CHEQUE) with basic SQL functions Risk assessment & risk reports for product release Product Manager and marketing sales of Stock Trading & Settlement Product and instant payment Projected investment returns on digital payment products Compliance support for HKMA HKICL circulars Institutional Product Sale for security settlement and instant payment products Transaction Monitoring for stock trading and electronic payment transactions (FPS/CHATS/TT/CHEQUE) with basic SQL functions Risk assessment & risk reports for product release
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Education
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The University of Hong Kong
Bachelor's degree, Economics and Finance