Structured Product Specialist, Product and Investment Solutions, Wealth Management
3 hours ago
Structured Product Specialist, Product and Investment Solutions, Wealth Management Responsibilities: Support senior member to ensure our structured products are well-designed, congruent with house views, and capable of delivering investment and commercial performance. Bring forth new and timely trade ideas that tie in with our convictions and current market conditions, present and recommend these in various internal/external meetings including sales meetings. Provide timely structured products quotation to frontline sales. Responsible for preparing product on-boarding and marketing material (key information disclosure document, one‑pager/teaser, brochures and pitchbook etc.) and obtaining the appropriate management and control approvals including Compliance, Legal & Risk. Develop and maintain strong working relationships with key stakeholders (relationship managers, investment counselors and counterparts) to be able to identify particular needs and promote targeted/tactical campaigns. Enrich product platform including onboarding structured product counterparties and payoffs as well as performing regular review under current regulatory framework. Handle enquiries and provide market intelligence with regards to structured products. Prepare regular write‑ups or articles for structured product ideas and market update. Maintain tracker list to keep track of the structured product ideas. Coordinate trade execution as well as ensure integrity of sales process and compliance with internal policies and regulatory requirements. Requirements: Degree or above with major in Business Administration, Finance, Economics or related disciplines. CFA holder or professional qualification of FRM/CPA is preferred. Minimum 3 years of experience in a financial institution, preferably private banking/wealth management specializing in derivative‑based structured product advisory, preferably across asset classes; dealing experience will be an advantage. Strong understanding of private client distribution is required. Team player with strong presentation skills and solid analytical skills. Strong judgment and high level of professional and personal integrity. Strong command of written English / Chinese and spoken Mandarin, Cantonese and English. Seniority level Associate Employment type Full‑time Job function Finance #J-18808-Ljbffr
-
Product Specialist, Product
1 week ago
hong kong, Hong Kong SAR China CLSA Full timeProduct Specialist, Product & Investment Solutions, Wealth Management Join to apply for the Product Specialist, Product & Investment Solutions, Wealth Management role at CLSA We are seeking an experienced Wealth Planning Specialist (Trust and Insurance focus) to enhance our product distribution business and drive the growth of our regular product program to...
-
Structured Product Specialist
3 hours ago
Hong Kong Island, Hong Kong SAR China CLSA Full timeA financial services company in Hong Kong is seeking a Structured Product Specialist to support product design and market strategies. The ideal candidate has a degree in Finance or related fields, ideally holds CFA, and possesses over 3 years of relevant experience, particularly in wealth management. Strong analytical and presentation skills are essential,...
-
Product Manager
1 week ago
Hong Kong Island, Hong Kong SAR China Maybank Investment Banking Group Full time1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The Maybank Investment Banking Group of companies comprises securities and investment banking businesses stretching around the globe with offices in Malaysia, Singapore, Hong Kong, Thailand, Indonesia, Philippines, India, Vietnam, Saudi Arabia, Great...
-
Vice President, Product Management
1 week ago
hong kong, Hong Kong SAR China Ares Management Corporation Full timeOverview Vice President, Product Management & Client Services, Wealth Management Solutions, APAC. This position will be a key member of Ares Wealth Management Solutions (AWMS) supporting product management and client servicing functions in Asia. The role will work directly with senior management across the Asia Wealth Management Solutions team on a variety...
-
Hong Kong Island, Hong Kong SAR China Projob21.com Ltd. Full timeStructured Products Dealer, Global Wealth Management Trade Execution of Structured Products Global Banking with Comprehensive Bank Benefits Excellent Worklife Balance & Job Security Our Client Appointed by HKMA and MAS regulated Private Wealth Management Banking Group with over 450 employees in APAC searching for a Structured Products Dealer!...
-
hong kong, Hong Kong SAR China Securities and Futures Commission Full timeA regulatory body in financial services seeks a Manager for Investment Products in Hong Kong. The role involves reviewing applications for unlisted structured products, analyzing associated risks, and engaging with market professionals. Ideal candidates should hold a degree in Law or Finance and have over five years of relevant experience in financial...
-
Hong Kong Island, Hong Kong SAR China Maybank Investment Banking Group Full timeA leading financial services group in Hong Kong is seeking an experienced professional to drive the development of wealth management product suites. The role involves due diligence on investment products and providing comprehensive sales support. Candidates should have a bachelor's degree in relevant fields, 5 to 8 years of related experience, and strong...
-
Product Specialist
2 weeks ago
hong kong, Hong Kong SAR China Goldhorse Capital Full timeGet AI-powered advice on this job and more exclusive features. Founded in 2014 and licensed by Hong Kong's Securities and Futures Commission (SFC) since 2015, Goldhorse Capital is an independently owned financial products fintech company specializing in structured products wholesale distribution and digital platform solutions. Headquartered in Hong Kong with...
-
Product Director(Asset Management)
2 weeks ago
Hong Kong Island, Hong Kong SAR China Fosun Wealth Holdings Full timeResponsibilities Develop and execute the overall product strategy and road map for the asset management department, including notes, structured notes, equity products (both private and public), fixed income and alternatives product positioning, feature enhancements, and market expansion. Design and launch new fund products mentioned above, ensuring alignment...
-
Product Manager
3 hours ago
hong kong, Hong Kong SAR China Yunfeng Financial Group Limited Full timeResponsibilities 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 &...
