Wealth Management Product Manager (Securities & Structured Investment)
Job No.: 500018
Employment Type: Full time
Departments: Personal Digital Banking Product Department
Job Functions: Business Development, Strategic Planning, Product Development & Management
Responsibilities:
- Responsible for the business performance of securities trading and structured investments according to the bank’s strategic objectives and annual key performance indicators
- Conduct ongoing market and product analysis to perform business reviews, generate forecasts, and identify emerging opportunities within the securities and structured products landscape.
- Prepare comprehensive business performance reports, assessing the effectiveness of current business plans and marketing initiatives, to support management decision-making on new product development and client retention strategies.
- Evaluate internal capabilities and external market trends to conceive innovative product features and enhancements that meet evolving customer needs and strengthen competitive positioning.
- Execute product business plans with accountability for target achievement, including monitoring progress, managing risks, and implementing corrective actions as needed.
- Collaborate cross-functionally with key stakeholders—including technology, operations, compliance, and digital teams—to plan and deliver product initiatives, while continuously optimizing the digital user experience to ensure a seamless and engaging customer journey.
- Collaborate with stakeholders to plan and deliver product related projects; continuously review and manage the digital user experience to ensure customer journey is delightful
Requirements:
- Degree or above with major in Business Administration, Finance, Marketing, Statistics, or related disciplines
- At least 5 years’ relevant experience in banking and finance industry with hands-on product development experience will be an asset
- HKSI, CFP or CFA professional qualifications will be given priority consideration
- Good knowledge of securities and structured investments products and their current market trend of development will be an advantage
- Possess strong business mindset and analytical skills
- Self-motivated, independent, and with excellent interpersonal skills
- Excellent command of both spoken and written English and Chinese, knowledge in Mandarin preferred
If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA),
you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course.
For details, please click here.
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