Private Banking Product Manager – Investment Products & Dealing

Job Description Work closely with the Investment Products team in Hong Kong and support the Private Banking business in serving high-net-worth clients. Support the Head of Private Banking with periodic investment market updates and the placement and execution of OTC and listed investment trades across FX, bonds, equities, funds and structured products . Work with business and technology teams to identify business requirements and drive system enhancements for the investment trading platform and related workflows.

Conduct due diligence on new investment products and periodic performance reviews of existing products within the investment product shelf. Work closely with business counterparts and internal stakeholders to support the introduction and ongoing management of investment products. Support the Hong Kong Investment Products team in developing and distributing investment ideas and articulating investment concepts to Relationship Managers (RMs) and high-net-worth clients.

Oversee dealing infrastructure, processes and systems for investment products, ensuring smooth and efficient execution and operational processes. Manage and maintain sales documentation, product agreements and service level agreements related to investment products. Liaise with Technology, Operations, Compliance, Risk Management and other stakeholders to ensure effective implementation and smooth day-to-day operations.

Monitor developments in regional market practices and regulatory requirements, and sup