Manager, Fund Products

Responsibilities

• Conduct research, analysis, evaluation, and regular updates on global market trends at both asset type level and product level, including mutual funds and private funds.
• Provide product support, wealth management solutions, and investment expertise to advisors and clients, helping address queries and explain sophisticated structures of fund products.
• Conduct product due diligence, regular review and evaluation on product issuers/providers and their products.
• Introduce quality business partners to the Bank, key tasks include, but are not limited to, fund house evaluation, distribution agreement coordination, and operational flow monitoring.
• Conduct regular review on current products to ensure the compliance requirements are well satisfied. Perform periodic review on internal policies and procedures.
• Update the latest information on onboarded products and assets, including, but not limited to, risk rating, high-yield, tenor, derivative use, and complex products.
• Develop and enhance asset allocation/robo-advisory service with AI integration.
• Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.

Requirements

• Degree holder or above in business, finance, or related disciplines
• Holder of professional qualifications in Finance (eg, CFA, FRM) or Investment discipline will be a plus
• 4 years of solid working experience in banking or the financial industry, particularly in the business /product management of private banking or private wealth management will be a plus
• Possesses solid knowledge in multiple asset types and various investment products, familiar with regulatory requirements
• Strong communications, organizational, analytical, and problem-solving skills
• Agile and flexible to adapt
• Strong computer skills and proficient in using AI tools, with prior experience in system enhancement project
• Good command of written and spoken English and Chinese (including Putonghua)