Your new company You will be joining a well-established global financial institution with a strong presence across major international markets. The organisation is recognised for its comprehensive wealth management and private banking capabilities, offering a broad range of investment solutions to high-net-worth and ultra-high-net-worth clients. With a strong focus on governance, risk management and client outcomes, the institution combines global scale with deep local market expertise.
Your new role - Support the Markets Strategies and Investments team in managing the private wealth management product shelf
- Conduct ongoing product monitoring, management reporting and prospectus management
- Perform due diligence on new and existing investment products across asset classes
- Analyse financial statements and conduct annual reviews of bond issuers and listed companies
- Assess product structures, complexity and risks across equity, fixed income, ETFs, indices and structured products
- Monitor market trends using research reports, trading data and industry events
- Partner with internal stakeholders to stay aligned with regulatory changes, internal policies and product developments
- Review the full product life cycle to ensure regulatory and internal compliance
- Participate in projects aimed at enhancing investment product processes and controls
What you'll need to succeed - A university degree in Accounting, Finance, Economics or a related discipline
- More than two years of relevant experience within banking, ideally in private banking or wealth management
- Solid knowledge of investment products including fixed income, equities, structured products, alternatives and OTC derivatives
- Strong spreadsheet and analytical skills, with experience assessing investment value from a private banking perspective
- High attention to detail with the ability to evaluate product, risk and regulatory considerations
- Proficiency in Microsoft Office (Word, Excel, Access) and VBA programming
- Strong English communication skills; Cantonese or Mandarin language capabilities are a definite advantage.
What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.