Executive Director/VP, Investment Product, Wealth Management

Gravitas Recruitment Group (Global) Ltd; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

Gravitas Recruitment Group (Global) Ltd, Hong Kong, seeks a VP/Executive Director to spearhead end-to-end product strategy and oversee Investment Consultancy and Execution for a premier investment banking and wealth management platform. You will drive cross-asset product innovation, regulatory acumen, and advisory vision to deliver best-in-class solutions.

Lead product lifecycle across equities, fixed income, and bespoke structures; align strategy with global trends; collaborate with Sales,

Qualifications

• Minimum of 2 years of direct dealing experience in market activities.
• Proven hands-on experience in OTC equity derivatives/products is required.
• Degree in Finance, Economics, Mathematics or equivalent; FinTech/quantitative training preferred.

Responsibilities

• Lead end-to-end product strategy across equities, fixed income, mutual funds, and structured products.
• Oversee Investment Consultancy and Execution functions with a focus on best-execution standards.
• Collaborate with Sales, Trading, Compliance, Risk and Operations to ensure flawless rollouts.
• Implement institutional advisory frameworks and portfolio/asset allocation strategies.
• Maintain robust controls, documentation, and audit readiness.

Skills

OTC derivatives

Product strategy

Bloomberg Terminal

Excel / VBA

Regulatory compliance

Bilingual English/Chinese

Education

Finance, Economics, or Mathematics degree

Quantitative Finance / FinTech training

Tools

Bloomberg Terminal

Excel

VBA

Job description

This is a premier, globally recognized investment banking and wealth management flagship platform. With a deep-rooted heritage and an expansive regional footprint, we serve as a vital financial bridge connecting international capital with high-growth markets. This leadership role offers an elite professional runway within an innovative, highly capitalized institution known for market-leading structured solutions and a sophisticated institutional and high-net-worth (HNW) client base.

Why Join Us?

• Strategic Blueprint Autonomy: Take the helm of a high-impact, dual-engine team, driving both cross-asset product innovation and cutting-edge investment consultancy.
• Sophisticated Product Spectrum: Direct an advanced product shelf spanning complex OTC derivatives, structured solutions, equities, fixed income, and bespoke wealth management structures.
• Elite Culture & Technology Investment: Work alongside top-tier quantitative and structural minds in an environment heavily investing in financial technology, quantitative framework building, and robust execution capabilities.

Role Overview

As the VP/Executive Director, you will spearhead the end-to-end product strategy and oversee the Investment Consultancy and Execution functions. This is a critical leadership mandate requiring a sophisticated blend of OTC product mastery, regulatory acumen, and advisory vision to deliver best-in-class solutions while maintaining an institution-grade control environment.

Main Job Duties

1. Product Strategy & Lifecycle Governance

• Lead the end-to-end product lifecycle across equities, fixed income, mutual funds, structured products, and bespoke wealth management solutions.
• Architect and execute a forward-looking product strategy aligned with macro business goals, shifting regulatory landscapes, and global market trends.
• Foster seamless cross-functional collaboration with Sales, Trading, Compliance, Risk, and Operations to guarantee flawless product rollouts and operational excellence.
• Lead, mentor, and elevate the Investment Consultancy function, positioning the team as a high-value advisory partner for both sophisticated clients and internal stakeholders.
• Establish institutional advisory frameworks, institutional model portfolios, and thematic investment strategies.
• Oversee the generation of high-conviction market insights, tactical investment ideas, and tailored asset allocation proposals.
• Oversee and actively participate, where appropriate, in complex portfolio and trade execution for client portfolios, guaranteeing flawless accuracy, absolute timeliness, and strict adherence to best-execution standards.
• Implement and enforce robust internal controls, systemic documentation protocols for order handling, fair trade allocation, and rigorous post-trade reviews.

4. Regulatory, Risk & Compliance Stewardship

• Ensure all investment products, advisory frameworks, and trading execution processes strictly comply with Securities and Futures Commission (SFC) regulations and internal risk policies.
• Maintain an airtight documentation ecosystem, robust risk controls, and continuous audit readiness.

Job Requirements

Experience & Qualifications

• Industry Track Record: A minimum of 2 years of direct experience in dealing or closely related market activities. Proven hands-on experience in OTC equity derivatives/products is strictly required.
• Academic Excellence: Degree holder in Finance, Economics, Mathematics, or a highly quantitative equivalent. An educational background or specialized training in Quantitative Finance or Financial Technology (FinTech) is highly preferred.

Technical & Market Skills

• Product Mastery: In-depth, structural understanding of complex OTC and structured products; coupled with a sharp awareness of global market trends and macroeconomic drivers.
• Systems & Tools: Highly proficient in Bloomberg terminals and advanced Excel. Competency in VBA or related financial programming languages is strongly preferred to support quantitative advisory frameworks.
• Regulatory Acumen: Deep working knowledge of regional regulatory requirements and compliance standards (specifically SFC frameworks) governing derivatives, structured products, and wealth advisory.

Language & Communication

• Bilingual Fluency: Excellent command of both written and spoken English and Chinese. Strong proficiency in Mandarin is highly preferred to effectively collaborate with regional stakeholders and clientele.