Product Specialist, Product

24 hours ago

hong kong, Hong Kong SAR China CLSA Full time

Product 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 increase product. With a client-focused approach, the specialist will be responsible for preparing trust and insurance reports, conducting thorough market research, and providing well-researched investment recommendations, contributing to the success of our product distribution efforts and ensuring client satisfaction. Key Areas of Responsibilities Provide wealth planning advisory services to HNW clients on cross‑border asset holding structure, estate planning, succession planning, and asset protection issues Act as an expert resource for trust/insurance products, supporting both prospects and existing clients Establish relationships and work closely with external parties such as tax advisors, law firms, trust and insurance companies/brokers to facilitate the design and implementation of solutions Serve as a technical, marketing and developmental expert and resource on matters of wealth planning, both for prospects and existing client relationships Stay current in taxation/trust/insurance knowledge and other new developments in various offshore jurisdictions Provide ongoing education and handle enquiries from/to marketing team on trust and insurance products Support sales team through client calls/meetings to enhance client experience and business results Prepare write‑ups to promote wealth planning business Share wealth planning topics in various client events Requirements Degree holder in Finance, Business Administration, Economics or related disciplines, STEP qualified preferred At least 10 years of relevant client-facing experience and stable track record is preferred Knowledge with taxation and trust regulatory with jurisdictions of dedicated market(s), experience in insurance sales will be a big plus Proficient in Office software such as Word/Excel/PowerPoint Attention to detail and well organized, ability to analyse with judgment and high level of professional and personal integrity A team player with strong analytical, problem-solving, communication and interpersonal skills, able to work independently and under pressure Strong command of written English / Chinese and spoken Mandarin, Cantonese and English Seniority level Mid‑Senior level Employment type Full‑time Job function Finance #J-18808-Ljbffr

  • Senior/ Marketing Executive | Brand Marketing | Healthcare Products

    1 week ago

    hong kong, Hong Kong SAR China Vita Green Health Product Company Limited Full time

    Ready to Shape the Future of Health and Wellness? At Vita Green, we are all about creating a healthier, happier world, and we want you to be part of it! About Vita Green Group Here at Vita Green, we are all about creating something remarkable—be it careers, innovations, or impactful sales and marketing strategies! We believe every part of your journey can...

  • Product Specialist Associate

    2 weeks ago

    hong kong, Hong Kong SAR China The Carlyle Group Full time

    Join to apply for the Product Specialist Associate role at The Carlyle Group The role of the Product Specialist Associate is responsible for coordinating with the various Carlyle investment teams including Carlyle Asia Partners (CAP) and Carlyle Asia Partners Growth (CAPG), and Investor Relations, Global Communications and Marketing teams to attract and...

  • Product Specialist

    5 days ago

    hong kong, Hong Kong SAR China Goldhorse Capital Full time

    Get 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...

  • Production Specialist

    1 day ago

    hong kong, Hong Kong SAR China West Kowloon Cultural District Authority Full time

    Join to apply for the Production Specialist (Part-time) role at West Kowloon Cultural District Authority Join to apply for the Production Specialist (Part-time) role at West Kowloon Cultural District Authority Get AI-powered advice on this job and more exclusive features. The West Kowloon Cultural District Authority welcomes exceptional talent with a passion...

  • Product Specialist

    1 day ago

    Hong Kong Island, Hong Kong SAR China Rxilient Health Pte. Ltd. Full time

    Responsibilities Promote and sell the company’s products to healthcare professionals such as doctors, nurses, and pharmacists. Drive sales performance to achieve sales targets. Organize and execute sales presentations to medical groups and healthcare facilities. Keep up-to-date with the latest clinical data and research, and discuss these findings with...

  • Product Specialist

    1 week ago

    Hong Kong Island, Hong Kong SAR China Gemini Personnel Limited Full time

    Product Specialist / Senior Product Specialist ( Good package, Bonus, Medical Add expected salary to your profile for insights Our client is looking for a high caliber candidate to fulfill the above-mentioned position. Details are as followings: Responsibilities To handle the project and establish corporate image of company to medical community. To establish...

  • Product Specialist

    1 week ago

    Hong Kong Island, Hong Kong SAR China KOS International Limited Full time

    Product Specialist - Pharmaceutical (Oncology) A leading global multinational pharmaceutical company with a strong and growing Oncology portfolio. To support their expansion plans in Hong Kong, they are seeking a Product Specialist to join their dynamic and professional team. About the Role Promote blockbuster products to KOLs in both public and private...

  • Product Specialist

    1 week ago

    hong kong, Hong Kong SAR China Hind Wing Company Limited Full time

    Establish a good customer relationship for the achievement of sales objectives Provide update medical marketing information to customers and collect feedback from customers Analyze and report marketing information to Head of Sales & Marketing Assist in implementing marketing activities Develop new markets for business growth Requirements: University graduate...

  • ESG Product Specialist

    7 days ago

    hong kong, Hong Kong SAR China HSBC Full time

    HSBC - Central & Western District, Hong Kong SAR ESG Product Specialist We are currently seeking a high calibre professional to join our team as an ESG Product Specialist. Responsibilities Support programme sponsor and key executives in driving the strategic programme and delivering a full ESG Sustainable Investing proposition Drive the delivery and...

  • Product Compliance Specialist

    1 week ago

    Hong Kong Island, Hong Kong SAR China ConnectedGroup Limited Full time

    Product Compliance Specialist (childrenswear) A leading North American retailer specializing in apparel for babies and young children is seeking a Product Safety & Testing Specialist. This role offers meaningful work, continuous learning, and a collaborative environment guided by values of inclusion and innovation. Typical Day Manage product risk assessment...