Product Specialist & Investment Solutions, Asset Management

Job Purpose

We are seeking a Product Specialist / Investment Solutions professional to support the development, management and commercialization of investment products and solutions across wealth management and institutional distribution channels.

The role will work closely with the CIO, investment team and distribution teams to translate the firm's investment capabilities into clear, differentiated and commercially viable product propositions.

Responsibilities

1. Product Development & Management

• Develop and manage investment products and solutions based on market trends, client needs and the firm's investment capabilities.
• Work with the CIO, investment team and distribution teams to translate investment capabilities into clear and commercially viable product propositions.
• Support product structuring, including product features, target clients, investment objectives, distribution channels and key product terms.
• Conduct market and competitor research to identify product opportunities and refine existing products.
• Coordinate with Investment, Risk, Legal & Compliance, Operations and external partners throughout the product development and launch process.

2. Investment & Product Analysis

• Maintain a strong understanding of financial markets and multiple asset classes and financial instruments, including fixed income, equities, currencies, derivatives, funds/ETFs and structured products.
• Analyse investment strategies and products, including their key characteristics, risks, return drivers and suitability for different client segments.
• Support the investment team in developing product concepts and evaluating portfolio strategies where required.

3. Marketing & Client Materials

• Prepare high-quality investment and product materials, including pitchbooks, product proposals, client presentations, factsheets and investment/product papers.
• Translate investment concepts and technical information into clear, concise and commercially relevant communication for clients and distribution teams.
• Support preparation for client, distributor and institutional partner meetings.

4. Distribution & Business Development Support

• Support WM and FICC teams in product launches, client discussions and business development activities.
• Participate in selected client and partner meetings where investment/product expertise is required.
• Support client and distributor enquiries and coordinate follow-up actions.
• Work with external asset managers and investment partners on product development and distribution opportunities.

5. Product Execution

• Coordinate product implementation across Investment, Risk, Legal & Compliance, Operations and external partners.
• Support product onboarding, launch and ongoing product management.
• Monitor product performance, market positioning, competitor developments and client feedback.
• Ensure product materials and investment information remain accurate and up to date.

Requirements

• 3-7 years of relevant experience in asset management, investment solutions, product development, wealth management or institutional investment.
• Strong knowledge of financial markets and multiple asset classes and financial instruments, including fixed income, equities, currencies, derivatives, funds/ETFs and structured products.
• Good understanding of investment products, asset allocation and portfolio construction.
• Ability to translate client objectives, constraints and investment views into practical portfolio construction and investment solutions.
• Strong analytical and research capabilities.
• Excellent PowerPoint and Excel skills.
• Strong written and verbal communication skills.
• Able to communicate effectively with investment professionals, senior management, distributors, clients and external institutional partners.
• Commercially minded, with an ability to understand client needs and translate investment capabilities into practical product solutions.
• Comfortable working across Investment, Sales/Distribution, Risk, Legal & Compliance and Operations.
• Proficiency in Chinese language is preferred as substantial communication with our Head Office and clients in Chinese speaking markets