Associate Director, Structured Product

Responsibilities

Conduct research, analysis, evaluation, and regular updates on global market trends at both asset type level and product level, particularly in structured products.

Provide product support, wealth management solutions, and investment expertise to advisors and clients, helping address queries and explain sophisticated structures of structured products.

Conduct product due diligence, regular review and evaluation on product issuers/providers and their products.

Introduce quality business partners to the Bank, key tasks include, but are not limited to, product issuers/providers evaluation, distribution agreement coordination, and operational flow monitoring.

Conduct regular review on current products to ensure the compliance requirements are well satisfied. Perform periodic review on internal policies and procedures.

Update the latest information on onboarded products and assets, including, but not limited to, risk rating, high-yield, tenor, derivative use, and complex products.

Develop and enhance asset allocation/robo-advisory service with AI integration.

Handle file maintenance, and compile regular and ad-hoc reports for management or other departments' review.

Requirements

Degree holder or above in business, finance, or related disciplines

Holder of professional qualifications in Finance (eg, CFA, FRM) or Investment discipline will be a plus

4 years of solid working experience in banking or the financial industry, particularly in the business /product management of private banking or private wealth management will be a plus

Possesses solid knowledge in multiple asset types and various investment products, familiar with regulatory requirements

Strong communications, organizational, analytical, and problem-solving skills

Agile and flexible to adapt

Strong computer skills and proficient in using AI tools, with prior experience in system enhancement project

Good command of written and spoken English and Chinese (including Putonghua)