Manager, Structured Products

Futu Holdings Limited; Hong Kong; On-site; HKD 600,000 - 1,000,000; Full time

Job summary

Futu Holdings Limited is seeking a detail-oriented professional to conduct market analysis and product due diligence in the area of structured products. The role involves supporting wealth management and explaining complex investment structures to advisors and clients, with emphasis on regulatory compliance and governance.

Responsibilities include updating product information, collaborating with issuers/providers, and developing AI-assisted allocation solutions for enhanced advisory services.

Qualifications

• Degree holder or above in business, finance, or related disciplines.
• CFA/FRM or investment discipline qualifications will be a plus.
• 4 years of solid working experience in banking or the financial industry, private banking or private wealth management is a plus.
• Solid knowledge in multiple asset types and various investment products, familiar with regulatory requirements.
• Strong communications, organizational, analytical, and problem-solving skills.
• Agile and flexible to adapt; proficient in AI tools; system enhancement experience.

Responsibilities

• Conduct research, analysis, evaluation, and regular updates on global market trends at both asset type level and product level, particularly in structured products.
• Provide product support, wealth management solutions, and investment expertise to advisors and clients, helping address queries and explain sophisticated structures of structured products.
• Conduct product due diligence, regular review and evaluation on product issuers/providers and their products.
• Introduce quality business partners to the Bank, key tasks include, but are not limited to, product issuers/providers evaluation, distribution agreement coordination, and operational flow monitoring.
• Conduct regular review on current products to ensure the compliance requirements are well satisfied. Perform periodic review on internal policies and procedures.
• Update the latest information on onboarded products and assets, including, but not limited to, risk rating, high-yield, tenor, derivative use, and complex products.
• Develop and enhance asset allocation/robo-advisory service with AI integration.
• Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.

Skills

Market research

Product management

Analytical skills

Communication skills

Agile methodology

AI tools

Education

Degree in business/finance

CFA/FRM or investment qualifications

Job description

• Conduct research, analysis, evaluation, and regular updates on global market trends at both asset type level and product level, particularly in structured products.


• Provide product support, wealth management solutions, and investment expertise to advisors and clients, helping address queries and explain sophisticated structures of structured products.


• Conduct product due diligence, regular review and evaluation on product issuers/providers and their products.


• Introduce quality business partners to the Bank, key tasks include, but are not limited to, product issuers/providers evaluation, distribution agreement coordination, and operational flow monitoring.


• Conduct regular review on current products to ensure the compliance requirements are well satisfied. Perform periodic review on internal policies and procedures.


• Update the latest information on onboarded products and assets, including, but not limited to, risk rating, high-yield, tenor, derivative use, and complex products.


• Develop and enhance asset allocation/robo-advisory service with AI integration.


• Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.

Requirements

• Degree holder or above in business, finance, or related disciplines


• Holder of professional qualifications in Finance (eg, CFA, FRM) or Investment discipline will be a plus


• 4 years of solid working experience in banking or the financial industry, particularly in the business /product management of private banking or private wealth management will be a plus


• Possesses solid knowledge in multiple asset types and various investment products, familiar with regulatory requirements


• Strong communications, organizational, analytical, and problem-solving skills


• Agile and flexible to adapt


• Strong computer skills and proficient in using AI tools, with prior experience in system enhancement project


• Good command of written and spoken English and Chinese (including Putonghua)