Product Specialist, Wealth Management (Bonds & Funds)
Morgan McKinley
Hong Kong
Full time
Permanent
On-site
HK$36k -40k pm
About the job
Responsibilities:
- Spearhead initial and continuous due diligence on third-party investment products and external counterparties, ensuring seamless product onboarding.
- Conduct deep-dive research into global market trends and emerging asset classes to identify new investment vehicles and enhance the current platform.
- Manage and update internal product databases, tracking corporate actions, coupon re-pricings, and product profiles in coordination with operations teams.
- Deliver product training, market updates, and technical seminars to internal advisory teams and Relationship Managers.
- Develop high-quality marketing materials, performance updates, and ad-hoc analytical reports for senior management and clients.
- Minimum of 4-6 years of proven experience in investment product development, research, or fund due diligence, with a strong focus on fixed income and conventional or alternative funds.
- Duly licensed to carry on at least Type 1 and 4 regulated activities.
- Knowledge of financial terminals (e.g., Bloomberg) or programming languages (VBA, Python, R) is highly advantageous.
- Outstanding English communication and presentation skills, with the ability to confidently lead internal meetings and educate stakeholders.
- Detail-oriented, collaborative, and capable of working independently under tight timelines.
- Professional designations (or progress toward) CFA, CAIA, or CIIA are a distinct advantage.