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Product Specialist, Private Wealth Management


Job Responsibilities
Bank SinoPac, a leading Asian banking group is seeking local talents to join its Hong Kong office. We invite applications to the following position:
Act as product specialist in the Private Wealth Management Department to support relationship managers in promoting investment products and achieving business targets
Support the Team Head in the screening, selection, and recommendation of investment products, including structured products, funds, and bonds, to meet clients' investment objectives
Conduct regular product due diligence and ongoing product reviews, ensuring product quality, risk management, and regulatory compliance
Perform market analysis and provide updates on performance, investment themes, and market trends to support business strategy and product development
Develop and implement new product ideas, including preparing proposals, conducting due diligence, defining dealing procedures, and creating product or marketing materials
Deliver product and market training sessions to front-line staff on new products and market developments
Liaise with compliance, legal, and business management team to ensure products align with internal policies and external regulations
Assist in User Acceptance Testing (UAT) for Avaloq system implementation and system enhancement projects to ensure smooth integration of product and operational workflows
Job Requirements
University degree in Finance, Economics or Business-related disciplines
At least 5 years wealth management experience
Knowledge of investment products with experience in investment products.
Familiar with up-to-date authority's requirements
Qualified individual to carry out regulated activities (Type 1& 4)
Fluent in both spoken and written English and Mandarin
Proficient in MS Office and Bloomberg applications
Apply Method
Interested parties please send your resume with the current salary & expected salary to Human Resources Manager by clicking \"Apply now\". Candidates with no expected salary mentioned in the resume will not be considered.
Bank SinoPac is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. Personal data collected will be used strictly for recruitment purposes only. All collected information will be kept confidential and used for recruitment purposes only.

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