Product Manager (Wealth Management)

Responsibilities

Plan and drive the development of our wealth management product suites according to client demand and market trend

Responsible for due diligence on investment products (Funds, structured notes, bonds, VA-related products etc.) and conduct product risk assessment to satisfy SFC suitability requirements

Provide comprehensive solutions & sales support, product dealing support and operation guidance to support the full cycle of wealth management business

Liaise with product issuers and service providers for investment products to enlarge product coverage

Collaborate with stakeholders to establish and define product related project goals, user specification and requirement

Work closely with IT team and drive the development of our digital solutions with solution providers

Work closely with other back office functions to ensure a seamless front-to-back workflow for investment products
Requirements

Bachelor Degree in Finance, Banking, Economic, Business Administration or related discipline

5 to 8 years’ investment product development/implementation in securities or financial industries

Holder of SFC licensed RA Type 1 or 4 (Preferrably with RO status)

Good knowledge in financial products and familiar with investment product selling process

Good understanding of Virtual Asset products, trading and settlement workflow. Experience in Type 1 uplift is a plus

Strong communication, organizational, interpersonal skills

Prior project management experience is a plus

Full-time