Head of Product

  • Commensurate with experience
  • Hong Kong
  • Permanent, Full time
  • ZH GlobalExec Resources Ltd
  • 11 Dec 17 2017-12-11

Client Details: Our client is a Main-Board-listed securities house in Hong Kong, with the ambition to set up a full-fledged IBD with M&A capability, a comprehensive range of product offerings as well as Research. The vision is to utilise its platform and be incorporated into its FinTech/online Wealth Management counterparts to serve vast client base both in China and overseas.

Job duties:

  • To source and to provide recommendations in the areas of product service offerings and portfolio advisory
  • As product specialist, work closely with IBD counterparts in ensuring product recommendations are in alignment with clients' investment strategy and risk profile
  • To effectively evaluate clients' investment needs and to provide quality advice, update on financial markets developments and on clients' portfolios
  • To continually foster and enhance relationships with clients


  • A minimum o f15 years of experience in the Banking & Financial Services industry in investment consultancy, portfolio advisory and/or dealing
  • Excellent proficiency in designing, developing and recommending product solutions for private and/or institutional client portfolios and direct investors
  • Possess strong investment expertise from asset management, private banking and/or global markets, advising across product classes
  • Working experience at Chinese institutions is a must
  • A great communicator possessing a strong command of written and spoken Chinese (Mandarin and Cantonese) and English
  • A team player with high professional work ethics, strong leadership and interpersonal skills
  • University degree holder plus financial professional qualifications e.g. CFA