Posted on 2022-01-07

Senior Product Manager - Investments (Private Wealth Management)

Ping An Bank Company Ltd.

Job Description

  1. Good understanding of investment products for private wealth and private banking customers (e.g. mutual funds, private equity, bonds, structured products etc.) in Hong Kong market;
  2. Set and drive strategy for investment products, including product innovation, product analysis, marketing strategies so as to improve end-to-end customer experience, expand market share and achieve business targets;
  3. Design product life cycle processes and systems platform (including sales processes, new product development, due diligence, onboarding, portfolio management, and product exit strategy);
  4. Provide product training and market investment updates to front-liners and channels;
  5. In-depth knowledge of HKMA and SFC regulations e.g. Type 1 and 4 licenses;
  6. Coordinate with internal stakeholders including Sales, Legal and Compliance, Risk and Operations to ensure end-to-end process compliance with internal and external regulatory requirements.


  1. Minimum Bachelor’s degree from full-time university studies , with degrees in Finance and Economics or related disciplines. CFA and FRM qualifications are preferred;
  2. Minimum 5-8 years relevant banking experience in Hong Kong market in managing investment products portfolios in Consumer Banking (Private Wealth management) and/or Private Banking;
  3. In depth knowledge of HKMA and SFC requirements (in particular Type 1 and 4 licenses), with preference given to prior experience in license applications;
  4. Able to independently develop investment product business policies and procedures manuals (e.g. investment sales processes, product risk ratings etc.);
  5. Project Management experience, including writing user requirements, UAT system testing, UI and UX;
  6. Excellent communication skills, and able to engage multiple stakeholders actively  ;
  7. Independent and able to work under pressure within a tight deadline;
  8. Fluent in written and spoken business Chinese, and English.

We offer competitive package to the right candidates. Interested parties please send your resume with current & expected salary by clicking “Apply Now” button.  

All information provided by applicants will be treated in strict confidence and handled confidentially for recruitment purpose only. Applicants who are not contacted within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months.

 *We do not accept solicitations from recruitment agencies*

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
More job information
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Medical plan
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 5 years
Career Level
  • Middle management level
  • Degree