Asset Management Product Manager

Key Responsibilities

• Lead full lifecycle management of asset management products, including discretionary portfolios, private funds, hedge funds, FOF/MOM, structured products, ESG/sustainable funds, and cross-border investment vehicles (e.g., Stock Connect, Bond Connect).

• Conduct in-depth market and competitor analysis, client demand research (focusing on high-net-worth and professional investors), and regulatory trend monitoring to develop product strategies and innovation pipelines.

• Design and structure products: define investment mandates, risk-return profiles, fee structures (management/performance fees), liquidity terms, share classes, and investor suitability criteria.

• Prepare comprehensive product documentation (term sheets, offering memoranda, compliance materials, internal assessments) and collaborate with investment teams, risk management, compliance, legal, and senior management to secure approvals and launch products.

• Monitor product performance, AUM growth, client feedback, and market dynamics; drive post-launch optimization, upgrades, extensions, or wind-downs while ensuring ongoing compliance with applicable regulations.

• Support sales and distribution channels: develop marketing materials, training programs for private banking, family offices, and institutional clients, and ensure all promotional activities adhere to regulatory advertising guidelines.

• Stay updated on evolving regulatory developments in asset and wealth management (including ESG disclosure, cross-border rules, and sustainable finance trends) and contribute to firm-wide compliance and business enhancements.

Requirements

• Bachelor’s degree or above in Finance, Economics, Investment, Quantitative Finance, or related fields; CFA/FRM/CAIA preferred.

• 4–10 years of experience in asset management product development, structuring, or portfolio management, preferably within securities firms or asset management companies in Hong Kong.

• In-depth knowledge of Hong Kong asset management regulatory framework, including requirements for discretionary mandates, professional investors, internal controls, risk management, and cross-border investment products.

• Strong product structuring skills: experience in portfolio/fund design, fee modeling, liquidity/risk profiling, and investor suitability assessments.

• Proficient in financial modeling (advanced Excel/VBA), data analysis (Python preferred), Bloomberg/Wind terminals, and product simulation tools.

• Excellent English proficiency (written & spoken), strong communication, project management skills, and ability to work under pressure in a regulated environment.