Investment Specialist - Webull

Webull; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Webull in Hong Kong seeks an experienced Product Specialist to own the end-to-end lifecycle for mutual funds, bonds and structured products. You will screen, select, and conduct due diligence on third-party products, translating complex concepts for relationship managers and clients.

Responsibility includes onboarding, platform management with external fund houses, and creating market updates and sales collateral to support campaigns.

Qualifications

• Bachelor's degree or above in Finance, Economics, Business Administration, Mathematics, or related discipline.
• 8+ years of relevant experience in product management or investment advisory in private banking, wealth management, or brokerage.
• Deep understanding of multi-asset classes, including fund mechanics, global bond markets, equity derivatives, and payout structures of OTC structured products.
• Licensing such as SFC Type 1, 4 is highly preferred; CFA/FRM/CFP are advantageous.
• Fluent in English and Chinese (Mandarin/Cantonese).

Responsibilities

• Lead the research, screening, and selection of third-party investment products (Mutual Funds, Bonds, Structured Products).
• Spearhead initial and continuous product due diligence to ensure compliance with risk parameters.
• Serve as SME for sales and advisory teams, providing product guidance and client pitching support.
• Create market updates, product write-ups, brochures, and pitch books for campaigns.
• Manage relationships with external fund houses and product issuers to optimize product shelf on the platform.
• Collaborate with product managers to design client workflows for product subscription and portfolio management.

Skills

Multi-asset product knowledge

Investment product due diligence

Relationship management support

Education

Bachelor's degree in Finance/Economics/Business Admin/Mathematics

Job description

As aProduct Specialist , you will take ownership of the end-to-end product lifecycle formutual funds, bonds and structured products . You will be responsible for product screening, selection, ongoing due diligence, and translating complex financial concepts into actionable ideas for our relationship managers and clients.

Key Responsibilities

• Product Selection & Onboarding: Lead the research, screening, and selection of third-party investment products (Mutual Funds, Bonds, and Structured Products ) to our product selection with customers’ needs.
• Due Diligence & Risk Management: Spearhead initial and continuous product due diligence. Evaluate product mechanics, risk-return profiles, and underlying asset classes to ensure strict adherence to internal risk parameters and regulatory compliance frameworks.
• Front Office Advisory & Support: Serve as a subject matter expert for the sales and advisory teams. Provide timely product guidance and support client pitching when necessary.
• Content & Sales Collateral Creation: Formulate regular market updates, product write-ups, one-pagers, brochures, and pitch books in promoting new product or campaign launches.
• Platform & Counterparty Management: Manage relationships with external fund houses and product issuers to optimize product suite on our platform, onboard new counterparties, and expand product shelf diversity.
• User Journey Optimization: Partner closely with product managers to design and enhance client workflows for product subscription and portfolio management.

Requirements & Qualifications

• Education: Bachelor’s degree or above inFinance, Economics, Business Administration , Mathematics, or a related discipline.
• Experience: Minimum8 years of relevant experience in product management or investment advisory within a private bank, wealth management firm, or brokerage.
• Technical Knowledge: Deep understanding of multi-asset classes, including fund mechanics, global bond markets, equity derivatives, and payout structures of OTC structured products.
• Licensing & Certification:
• Relevant local regulatory licenses (e.g.,SFC Type 1, 4 for Hong Kong, or equivalent regional equivalents) are highly preferred.
• Professional certifications such asCFA, FRM, or CFP are considered a strong advantage.
• Languages: Fluent in written and spokenEnglish and Chinese (Mandarin/Cantonese) .