Product Specialist, Wealth Management (Bonds & Funds)

Morgan McKinley Hong Kong

Posted 1 month ago Permanent HK$36k -40k pm

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.

Requirements:

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.

Job ID JN -062026-2003354

ABOUT COMPANY

Morgan McKinley - Hong Kong

Hong Kong

48 Employees HR & Recruitment

Morgan McKinley has been successfully connecting talented candidates with career opportunities for over 30 years. It’s in our DNA to Go Beyond – above...

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