WeathTech Innovation - Product Management Specialist

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 600,000 - 800,000; Full time

Job summary

Huatai International Financial Holdings Company Limited is seeking an experienced Product Manager to oversee financial product evaluations and compliance. The ideal candidate will have a minimum of 5 years' experience in structured products, with strong analytical and client communication skills.

The role involves conducting due diligence, producing research reports, and collaborating with various departments. A bachelor’s degree in Finance or related fields is essential, along with financial expertise including regulatory knowledge.

Qualifications

• Minimum 5 years of experience in product management, investment research, or structured products.
• Professional qualification preferred: CFA, FRM, or CAIA.
• Familiarity with SFC/HKMA regulations for product distribution and note issuance.

Responsibilities

• Source and evaluate financial products for platform onboarding.
• Conduct due diligence on product providers.
• Produce research reports and product commentaries.
• Oversee the full issuance process for structured notes.
• Work closely with Compliance, Legal, Technology, and Operations.

Skills

Product management

Investment research

Structured products

Financial analysis

Regulatory knowledge

Client communication

Excel proficiency

Bloomberg proficiency

Education

Bachelor’s degree or above in Finance, Economics, Business Administration

Tools

Excel

Bloomberg

Python

Job description

About Us

Huatai International Financial Holdings Company Limited ("Huatai International" or "the Company"), is the only overseas wholly‑owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays a crucial role in the group’s internationalization strategy by providing offshore capital market services and a global business platform, as well as cross‑border capital market services for onshore clients aligned with mainland China government policies and commercial intentions. It leverages Huatai Securities’ leading position, distribution network and customer base in mainland China and integrates globally across many jurisdictions to deliver a successful and fully integrated international financial platform with innovative financial services solutions. Huatai International operates as a holding company consolidating all of the group’s cross‑border businesses under one umbrella, offering a truly unified and international business platform. The renowned international rating agency Standard & Poor’s has assigned Huatai International a "BBB+" rating (long term) and "A-2" rating (short term).

Responsibilities

• Product Introduction & Due Diligence
• Source and evaluate financial products (structured products, funds, ETFs, fixed income) for platform onboarding.
• Conduct end‑to‑end due diligence on product providers covering strategy, fees, liquidity, risk profile, and regulatory suitability.
• Prepare product assessment reports with recommendations for approval.
• Build and maintain the platform product universe; establish and refine product eligibility and review frameworks.
• Product Research & Analysis
• Track market trends, asset class developments, and the regulatory environment (SFC, HKMA) to inform product strategy.
• Produce research reports, product commentaries, and analytical materials for internal and distribution use.
• Benchmark the platform's product suite against market peers and identify gaps or enhancement opportunities.
• Support front‑office and distribution teams with product‑related training and presentation materials.
• Note Product Issuance & Lifecycle Management
• Oversee the full issuance process for structured notes, from term sheet negotiation and documentation to settlement.
• Coordinate with issuers, legal counsel, trustees, and custodians on deal execution and regulatory filings.
• Configure note products on the platform (payoff structures, coupon schedules, barrier events, early redemption triggers).Monitor post‑issuance events including coupon payments, barrier observations, and lifecycle actions; maintain issuance register.
• Cross‑functional Coordination & Client Solutions
• Work closely with Compliance, Legal, Technology, and Operations to drive product approval and go‑to‑market execution.
• Liaise with front‑office and relationship managers to match product offerings with institutional client requirements.
• Respond to product‑related client and internal queries in a clear and timely manner.
• Contribute to platform product workflow design and continuous improvement initiatives.

Requirements

• Bachelor’s degree or above in Finance, Economics, Business Administration, or related discipline.
• Minimum 5 years of experience in product management, investment research, or structured products within a bank, securities firm, or WealthTech platform.
• Professional qualification preferred: CFA, FRM, or CAIA.
• Prior experience in structured note issuance or product due diligence in Hong Kong is highly desirable.
• Solid knowledge of financial products: equities, fixed income, structured notes, funds, ETFs, FX, and derivatives.
• Familiarity with SFC/HKMA regulations for product distribution and note issuance in Hong Kong.
• Proficiency in Excel and Bloomberg; Python or data analytics tools is a plus.
• Excellent written and verbal communication in English and Chinese (Cantonese and/or Mandarin).
• Collaborative, detail‑oriented, and able to manage multiple workstreams across Compliance, Legal, Technology, and client‑facing teams.