Product Specialist – Investment Products

About the role

As a Product Specialist, you will take ownership of the end-to-end product lifecycle for mutual funds, bonds and structured products. You will be responsible for product screening, selection, ongoing due diligence, and translating complex financial concepts into actionable ideas for our relationship managers and clients.

Key responsibilities

• Lead the research, screening, and selection of third-party investment products (Mutual Funds, Bonds, and Structured Products) to align with customers' needs

• Spearhead initial and continuous product due diligence and evaluate product mechanics, risk-return profiles, and underlying asset classes to ensure strict adherence to internal risk parameters and regulatory compliance frameworks

• Serve as a subject matter expert for the sales and advisory teams and provide timely product guidance and support client pitching when necessary

• Formulate regular market updates, product write-ups, one-pagers, brochures, and pitch books in promoting new product or campaign launches

• Manage relationships with external fund houses and product issuers to optimize product suite on the platform, onboard new counterparties, and expand product shelf diversity

• Partner closely with product managers to design and enhance client workflows for product subscription and portfolio management

About you

• Bachelor's degree or above in Finance, Economics, Business Administration, Mathematics, or a related discipline

• Minimum 8 years of relevant experience in product management or investment advisory within a private bank, wealth management firm, or brokerage

• Deep understanding of multi-asset classes, including fund mechanics, global bond markets, equity derivatives, and payout structures of OTC structured products

• Relevant local regulatory licenses (e.g., SFC Type 1, 4 for Hong Kong, or equivalent regional equivalents) are highly preferred

• Professional certifications such as CFA, FRM, or CFP are considered a strong advantage

• Fluent in written and spoken English and Chinese (Mandarin/Cantonese)