HK - GCB - Investment Product Manager, Wealth Management

Full Time
Senior (6-10 years)
English, Cantonese

Job Description

HK - GCB - Investment Product Manager, Wealth Management

Location: APAC-HKG-Hong Kong-Hong Kong

  • Support the team in the execution of the investment product business and product strategies through the coordination of whole-sales activities (e.g. branch roadshow, professional training programs) and provide the prompt after-sales support to frontline
  • Specialized in investment products (eg. alternative investments including private equities, real estate, managed account solutions) for high net worth client segment and drive the launch of these products with key internal and external counterparts
  • Provide investment product solutions to the sales force in different life-cycle
  • Maintain products on the shelf throughout their life-cycle
  • Manage partnership with product providers and counterparts
  • Liaise with regional product team and product providers in performing product due diligence, follow through on product set up and launch through sales channel
  • Work with various internal departments on preparing agreements, product documentation as well as product set up and maintenance
  • Work with strategy team in the delivery of products and services
  • Facilitate the compliance on regulatory requirements & internal guideline in relation to mutual fund business



  • Degree holder, preferably in economics or finance
  • Minimum 6-10 years of relevant experience. Candidate with experience in private banks or high net worth client segment would be preferred
  • HKSI LE Papers 1, 7 & 8 or equivalent is preferred
  • Sound knowledge in investment products
  • Good interpersonal skills and presentation skills. To be able to deal with people at all levels
  • Self-motivated and able to work independently
  • Good command of written and spoken English and Chinese
  • University Graduate in Business Management / Finance Discipline

Professional Qualifications

  • HKSI 1 - Fundamentals of Securities and Futures Regulation
  • HKSI - Any Paper

Technical Skills

  • Alternative Investments
  • Compliance
  • Due Diligence
  • Equities
  • Mutual Funds
  • Sales
  • Training