Wealth Management Product Manager (Securities & Structured Investment)

Leadingnation; Hong Kong; On-site; HKD 400,000 - 600,000; Full time

Job summary

Leadingnation is seeking a professional to drive the regulatory licensing process and ensure compliance with regulatory standards in securities trading and structured investments. The role requires strong collaboration with stakeholders and a focus on delivering delightful customer experiences.

The ideal candidate will have a degree in Business Administration or related fields, with at least 3 years of experience in the banking and finance industry. Professional qualifications such as HKSI, CFP, or CFA will be preferred.

Qualifications

• At least 3 years’ relevant experience in banking and finance industry.
• Strong business mindset and analytical skills.

Responsibilities

• Responsible for business performance of securities trading and structured investments.
• Drive the regulatory licensing process and fulfil regulatory standards.
• Collaborate with stakeholders to deliver product related projects.

Skills

Business mindset

Analytical skills

Education

Degree holder of Business Administration, Economics, Finance or related disciplines

Tools

HKSI

CFP

CFA

Job description

• Drive the regulatory licensing process
• Degree holder of Business Administration
• Collaborate with stakeholders

Responsibilities:

• Responsible for the business performance of securities trading and structured investments according to the bank’s strategic objectives and annual key performance indicators
• Drive the regulatory licensing process and fulfil the regulatory standards (HKEX, SFC & HKMA)
• Collaborate with stakeholders to plan and deliver product related projects; continuously review and manage the digital user experience to ensure customer journey is delightful
• Collaborate with stakeholders to translate business needs into business requirements for building the IT and operational infrastructure; perform UAT of the relevant projects
• Perform business & platform management duties and ongoing monitoring in collaboration with Settlement/Operation and Compliance
• Prepare and update policy and procedure to ensure the business is conducted in line with the latest regulatory requirements

Requirements:

• Degree holder of Business Administration, Economics, Finance or related disciplines
• At least 3 years’ relevant experience in banking and finance industry
• HKSI, CFP or CFA professional qualifications will be given priority consideration
• Possess strong business mindset and analytical skills