Product Manager, Wealth Management

Chief Group Limited

  • Central, Hong Kong
  • Permanent
  • Full-time
  • 11 days ago
Job DescriptionProduct Life-cycle ManagementOversee new products development life-cycle (e.g., fixed income, quantitative hedging, FOF) with profit distribution mechanisms compliant with Asset Management New RegulationsResponsible for building product shelf systems, which align product lines with client risk tiers and ensure compliance with underlying asset transparency checksMonitor product performance in tracking AUM fluctuations, benchmark deviations, and client complaint ratesDrive product iterations in optimize various features based on client subscription/redemption behavior dataSales & Client ServicesDevelop marketing strategies in creating product comparison matrices and client-tailored pitch templatesInvolve in building smart tools in designing product screening engines for automated portfolio recommendations (by age, assets, investment goals)Collaborate with research teams to produce Quarterly Asset Allocation Reports and trading strategieslead a team to support client roadshows in demonstrating product mechanics to private banking clientsCompliance & Risk ManagementReview marketing materials and monitor sales suitability, which ensure client risk assessments align with product risk levelsRequirementsDegree Holder or above from 985/221 or QS Top 50 Universities (Finance / Investment related
discipline are highly preferred)Current SFC Type 9 licensed person; Holder with CFA/FRM/CFP is preferredMinimum 3 years’ experience in banking wealth management subsidiaries/ asset management roles, with leading experience in designing products exceeding RMB 1 billion in scaleDeep knowledge of asset management regulatory policiesProficiency in Wind/Python for independent product attribution analysisSales-oriented mindset and resilience under pressureAll applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

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