Product Specialist, Private Wealth Management

Location: Tsim Sha Tsui, Yau Tsim Mong District

Join our rapidly expanding team and be part of an extraordinary journey. Unleash your potential in Wealth MGMT Team, and exciting opportunities await!

Job Responsibilities:

• Act as product specialist in the Private Wealth Management Department to support relationship managers in promoting investment products and achieving business targets
• Support the Team Head in the screening, selection, and recommendation of investment products, including structured products, funds, and bonds, to meet clients’ investment objectives
• Conduct regular product due diligence and ongoing product reviews, ensuring product quality, risk management, and regulatory compliance
• Perform market analysis and provide updates on performance, investment themes, and market trends to support business strategy and product development
• Develop and implement new product ideas, including preparing proposals, conducting due diligence, defining dealing procedures, and creating product or marketing materials
• Deliver product and market training sessions to front-line staff on new products and market developments
• Liaise with compliance, legal, and business management team to ensure products align with internal policies and external regulations
• Assist in User Acceptance Testing (UAT) for Avaloq system implementation and system enhancement projects to ensure smooth integration of product and operational workflows

Job Requirements:

• University degree in Finance, Economics or Business-related disciplines
• At least 5 years wealth management experience
• Knowledge of investment products with experience in investment products.
• Familiar with up-to-date authority’s requirements
• Qualified individual to carry out regulated activities (Type 1& 4)
• Fluent in both spoken and written English and Mandarin
• Proficient in MS Office and Bloomberg applications