Total 9 product specialist job vacancies in Finance / Banking / Insurance category in Hong Kong, SAR

About Us

An award-winning Fintech organisation with a dedicated team of 500+ professionals across the globe. With more than 15 offices across the world, we are a people centric company which prides itself on being Product oriented for customer success. As we continue the journey of scaling up our business, we are passionate about expanding our multicultural and diverse workforce.

We can offer excellent opportunities to develop your career path and provide you with the tools and support to be successful in your journey with us.

Zeal group of companies (collectively Zeal Group) is a business portfolio comprising regulated financial institutions (trading as ZFX) and fintech companies specializing in multi-asset liquidity solutions in regulated markets backed by proprietary technology, with a presence in all major global locations.

What You'll Be Doing

The Investment Product Owner will be responsible for developing and implementing product strategies related to financial investment products, ensuring these products meet market demands and remain competitive to drive user growth and business development, particularly in the areas of Copy Trading, Multi-Account Management (MAM), and structured investment products.

Product Design and Planning

• Develop and oversee the strategy, roadmap, and iteration plans for investment products, specifically Copy Trading, MAM, and structured investment products.
• Design comprehensive product solutions, including product features, user experience, and interface design.
• Uncover and design the core operational logic of financial products.
• Ensure product design encompasses a diverse range of features and functionalities to enhance market competitiveness.

Market Analysis and User Insights

• Conduct market research to analyze user needs and competitive landscapes to support product decisions.
• Utilize data analysis tools to monitor the performance of investment products and suggest optimizations.

User Experience and Operational Efficiency

• Responsible for the overall user experience of investment products, ensuring they are intuitive, efficient, and secure.
• Optimize operational processes for investment products, covering all aspects from user acquisition to conversion.

Collaboration with Development Team for Product Delivery

• Work closely with the technical team based on market demands to ensure timely delivery of investment products.

• Coordinate with the development team throughout the product lifecycle to address technical challenges and changes in requirements.

Closely Collaborate with the Trading and Algorithm Teams

• Be responsible for the conceptual design of the core logic of investment products, able to clearly and accurately describe specific logical requirements, and deliver them clearly to the trading and algorithm teams for in-depth design of the solutions, then tracking the assessment results of profit and risk.

• Under the premise of ensuring the commercial objectives of the product are achieved, refine the user experience during the product holding period, and be responsible for the holding experience of the end-users.

What you'll need

• Over 5 years of product management experience, with at least 3 years in financial investment product management, especially in Copy Trading, MAM, and structured investment products.

• Proven track record in successfully developing and implementing financial investment products, particularly in user acquisition and market promotion.

• In-depth understanding of financial markets and investment products, including Copy Trading, MAM, structured investment products, and other financial investment tools.
• Strong grasp of product design principles, encompassing user experience, features, and system architecture.
• Excellent project management skills to oversee the entire product development process from concept to launch.

• Ability to independently design solutions, deliver high-fidelity product prototypes, ensure that the solution is compatible with our current system, and help the company achieve the required business objectives. Additionally, one must be able to skillfully switch to a beginner’s perspective, simplify and refine the user experience process, allowing users to start using the product effortlessly.

• Aesthetic judgment is needed for the product’s appearance and experience. One must be able to judge whether the product’s design style and user experience are most suitable for different scenarios and business needs and be able to collaborate deeply with UI designers.

• A basic understanding of finance is required, including the logic and process of asset pricing, and the mastery of fundamental risk quantification theories. The ability to use tools like Excel to design the logical prototype of the product is necessary. Knowledge of Python, DolphinDB, or other quantitative analysis tools would be a plus.

• Proficient in English and Chinese, with excellent written and verbal communication skills.

• Innovative thinker capable of identifying market opportunities and proposing effective product solutions.

• Ability to work in a fast-paced, collaborative environment and adapt to changing market and business needs.

*** Key Responsibilities ***

 - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

 - Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

 - Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

 - Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

*** Key Requirements ***

Must-have

 - Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable) 

 - Proficiency in both verbal and written English, Cantonese and Putonghua

 - Customer centric mindset and ability to manage complex interactions effectively

 - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

 

Good-to-have

 - University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

 - Good communication, interpersonal and analytical skills

 - Strong self-motivation and drive to succeed, with ability to work under pressure

 - Shown strong situation awareness, strong desire to learn and able to work in Agile environment

 - Advocate of openness, able to create a cohesive teamwork and inspire others

 - High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

***Key Selling Points***

 - Excellent growth opportunities in career path advancement

 - Working location: to be determined after training

 - Birthday Leave

 - Staff Mortgage upon completion of 6-month probation

 - Medical Insurance

 - Maternity Leave

- Handle insurance claims for different lines of business (e.g. Property & Casualty, CAR, construction EC, Marine, etc.)

- Ensure proper reserving, adjustment and settlement of all claims

- Resolve enquiries from customers, colleagues and business partners

- Work closely with all parties, i.e. loss adjuster and/or solicitor, etc. on daily operations to ensure delivery of quality and professional claims services to the stakeholders

- Other ad hoc support to the team

Must-have

 - Hands-on experience in property & casualty claims handling

 - Knowledgeable in different classes of claims in general insurance

 - Proficient in MS Office, esp. Excel

 

Good-to-have

 - Passed IIQE Paper 1 & 2 or holder of ANZIIF (Senior Associate) or equivalent

 - A good team player with strong communication and analytical skills

 - Attentive to details and customer-oriented

 - Working location: Quarry Bay

 - Working days: 5 days per week

 - Fixed Working hours: - Mon to Fri: 9 am to 5:30 pm

 - Work from home arrangements:  1 to 2 days per week subject to seasonality

 - Excellent exposure and opportunities in learning/handling different classes of claims

- Medical Insurance (In & outpatient, dental, optical, annual check up)

- Anniversary Leave (Each year on Join Date)

- Birthday Leave

- Family leave after 1st year of service

- Education allowance

- Double Pay

- Discretionary Bonus

Job Description: Looking for a cross-industry product manager with a focus on digitization, artificial intelligence, longevity medicine, space technology, robot automation, new energy, etc. Responsible for product research and planning, including developing product plans based on project planning and market demands, creating product prototypes, and completing interaction design. Communicate and coordinate with colleagues in product development and design, clarify product requirements, and drive product development and progress. Conduct industry, target customer, and competitive environment research and analysis, and conduct product strategy research. Monitor the operational status of products after they are launched, continuously improve and iterate functionalities based on data analysis, user feedback, and industry trends. Job Requirements At least 3 years of experience as an internet or web3 product manager. In-depth understanding and practical experience in internet products, especially in UX design. In-depth understanding of the web3 industry, able to conduct market research, and possess excellent requirements analysis and data analysis abilities. Excellent logical thinking and innovation abilities, able to conduct detailed and in[1]depth analysis of application scenarios. Excellent communication and resource coordination skills, results-oriented mindset, willingness and ability to continuously learn quickly. Passionate about entrepreneurship, highly responsible, strong interest and enthusiasm for blockchain, fluent in English communication. Prior experience with well-known web3 products is preferred.

Location: HKEX - Exchange Square Shift: Standard - 40 Hours (Hong Kong SAR) Scheduled Weekly Hours: 40 Worker Type: Permanent Job Summary: Job Duties: Responsibilities: As a Product lead within the Data Product Development team you will be responsible for delivering differentiating data products that align with the strategy of the business and the exchange as a whole. To that end you will leverage strong domain expertise, client engagement, operational abilities and leadership skills to understand the needs of the market, design product to meet those needs and devise/execute a plan for their implementation and ongoing management. In addition to work with new product offerings, you will develop a deep understanding of the suite of existing HKEX data products and contribute to their ongoing enhancement based on client needs and opportunities for growth. Requirements: University degree or equivalent. Over 12 years of experiences in data business, markets, or relevant fields. Product and/or Project Management experience. Domain Expertise in the Data Industry, preferably related to Exchange Business. Entrepreneurial and innovative mindset. Solid understanding of both Exchange traded and OTC capital markets. Strong collaboration, interpersonal, communication and presentation skills. Fluency in Mandarin & English Company Introduction: Hong Kong Exchanges and Clearing Limited (HKEX) is one of the world's major exchange groups, and operates a range of equity, commodity, fixed income and currency markets. HKEX is the world's leading IPO market and as Hong Kong's only securities and derivatives exchange and sole operator of its clearing houses, it is uniquely placed to offer regional and international investors access to Asia's most vibrant markets. As the global markets leader in the Asian time-zone, we offer a world of opportunities for early careers and experienced hires. Here, we know that diverse thinking fosters better solutions, and we are committed to building an open and dynamic environment which allows our business to innovate and our people to thrive. Discover the latest career opportunities and programmes at HKEX. HKEX is committed as an Equal Opportunity Employer. Diversity is one of our core values and we look to support, respect diverse perspectives, abilities, culture and experiences within our workplace.

At AXA Investment Managers our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. As a future Senior Product Manager within the Proposition team, you will report to the Global Head of Proposition, and you will be part of AXA IM Select. AXA IM Select is a dynamic Investment platform, focused on delivering multi-manager investment propositions. Our consistent investment process enables us to design multi-manager solutions as well as act as a centre of investment excellence for the AXA Group. We are a member of the global AXA Group, bringing multi-manager expertise to the whole company. DISCOVER your opportunity The Proposition team is in charge of managing the overall offer of AXA IM Select to enhance customer satisfaction, investment performance, profitability and scalability, whilst delivering high standards of product oversight and compliance. The Senior Product Manager owns the offer design and oversight for several clients and acts as main contact with Distribution / SPOC. Your role and responsibilities will include: Develop in depth understanding of client needs, strategy and ecosystem on the following AXA entities: Japan, Hong Kong, Philippines, Indonesia and Thailand Formalize customer and distribution insights Lead AXA IM new Unit-Linked fund idea oversight and new fund design. Oversees new product launch. Ensure full compliance with internal governance as well as regulatory and compliance requirements Actively manage the overall offer of AXA IM Select for these clients - including close, merge, reshuffle of funds/portfolios Support SPOCs in the distribution Support the delivery of Product Innovation Forums Your Profile SHARE your unique expertise Your qualifications and experience Fluent in English Excellent knowledge of the asset management market in this specific region/geographical area Proven track-record in portfolio management services in multiple domiciles Experience in creating and managing investment products aligned with the overall strategy and meet the needs of AXA entities Capacity to understand client needs and preferences Ability to identify and analyze market trends Ability to build trust and long-term relationships with clients and senior stakeholders Good project management skills and capacity to drive and influence Good technical knowledge of fund structures, domiciles, and pricing Detailed knowledge of the relevant regulatory and compliance issues We would love to know more about you. Let's connect! Send us your resume. About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management. Our mission : To act for human progress by protecting what matters Our values : Customer first, Integrity, Courage and One AXA About the Entity At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets. AXA Investment Managers | Home | AXA IM Corporate (axa-im.com) AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions. Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com) What We Offer We are committed to offer you an environment where you can: Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities . Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.). Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce. Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

Business Function Group Technology and Operations (T&O) enables and empowers the bank with an efficient, nimble and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group T&O, we manage the majority of the Bank's operational processes and inspire to delight our business partners through our multiple banking delivery channels. Principal Responsibilities • Work with different line managers to develop IT budget including review and consolidate all the budget proposals in a highly accurate manner and comply with company's policies • Provide sound financial management including periodical forecast, strategic cost management and expense analysis and monitoring to ensure it stays within budget • Prepare financial reports to assist management to make financial decisions • Provide business management support in relation to headcount, scorecard, risk control, strategy planning and other ad hoc duties assigned • Conduct risk monitoring in areas related to general ledger movements tracking and outsourcing governance within the department • Participates in the execution of changes to procedures, policies and systems to facilitate company's strategy implementation Requirements • University degree holder in in business, accounting, finance, economics, or related field • Minimum 5 years of working experiences in banking industry and in related area of expertise • Financial management knowledge • Experience with data visualization tools and techniques • Strong analytical and problem-solving skills with the ability to interpret complex datasets • Advanced proficiency in Microsoft Excel, including complex formula creation, pivot tables, and charting • Specialized in IT budgeting is an advantage • Good communication skills in both Chinese & English Apply Now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. We regret only shortlisted candidates will be notified.

About this role: APAC Independent Risk Management group is responsible for the risk governance, leadership, and oversight of all activities in the region, ensuring compliance with established risk programs and policies. The group is seeking a Senior Market Risk Specialist for its APAC Wholesale Counterparty Credit Risk team, responsible for underwriting and risk managing a portfolio of non-bank financial institutions (NBFIs) that are active in capital markets trading with the various affiliates of Wells Fargo. Wholesale Counterparty Credit Risk (WCCR), a unit of Independent Risk Management (IRM) within Market and Counterparty Risk Management (MCRM), is responsible for underwriting counterparty credit limits for certain institutional client types - mostly non-bank financial institutions. The role will focus in particular on credit analysis of counterparties in APAC such as insurance companies, broker/dealers, and asset managers. In this role, you will: Underwrite credit and approve traded product limits for counterparties in APAC which are not covered by any other line of business. Counterparty types include Hedge Funds, Asset Managers, Broker/Dealers and Insurance Companies. Preparation of credit packages and annual reviews; Work with multiple sales/trading desks to understand the business and risks being undertaken with these counterparties; Performing ongoing monitoring of counterparty quality and exposures including investigating trade excesses and exposure variations; limit increases; quarterly certification of existing ratings. Conduct due diligence calls Negotiate and providing guidance in the negotiation of ISDA/CSAs, GMRAs/MRAs Take responsibility for developing region specific counterparty risk reports Daily monitoring of counterparty risk limits Required Qualifications: 4+ years of experience in one or a combination of the following: trading, desk analyst, Capital Markets, market risk, interest rate risk or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education University Degree Desired Qualifications: At least 5 plus years of experience in credit underwriting/analysis Experience in dealing with traded products including derivatives, financing trades and structures Experience negotiating legal documentation (ISDAs/CSAs, MSFTAs, GMRAs/ MRAs) Strong Microsoft Office skills - Excel/PowerPoint/Word Strong verbal and written communication skills in English Ability to partner with a wide range of colleagues including sales, trading, legal, operations Strong analytical and process skills Ability to write, organize, and present information in a clear and understandable format to a wide range of audiences Ability to multi-task and work on a variety of time-sensitive tasks / meet deadlines Ability to read Chinese or Japanese is a plus Posting End Date: 28 Mar 2024 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Location: HKEX - Exchange Square Shift: Standard - 40 Hours (Hong Kong SAR) Scheduled Weekly Hours: 40 Worker Type: Permanent Job Summary: Job Duties: Responsibilities: As a Product lead within the Data Product Development team you will be responsible for delivering differentiating data products that align with the strategy of the business and the exchange as a whole. To that end you will leverage strong domain expertise, client engagement, operational abilities and leadership skills to understand the needs of the market, design product to meet those needs and devise/execute a plan for their implementation and ongoing management. In addition to work with new product offerings, you will develop a deep understanding of the suite of existing HKEX data products and contribute to their ongoing enhancement based on client needs and opportunities for growth. Requirements: University degree or equivalent. Over 12 years of experiences in data business, markets, or relevant fields. Product and/or Project Management experience. Domain Expertise in the Data Industry, preferably related to Exchange Business. Entrepreneurial and innovative mindset. Solid understanding of both Exchange traded and OTC capital markets. Strong collaboration, interpersonal, communication and presentation skills. Fluency in Mandarin & English Company Introduction: Hong Kong Exchanges and Clearing Limited (HKEX) is one of the world's major exchange groups, and operates a range of equity, commodity, fixed income and currency markets. HKEX is the world's leading IPO market and as Hong Kong's only securities and derivatives exchange and sole operator of its clearing houses, it is uniquely placed to offer regional and international investors access to Asia's most vibrant markets. As the global markets leader in the Asian time-zone, we offer a world of opportunities for early careers and experienced hires. Here, we know that diverse thinking fosters better solutions, and we are committed to building an open and dynamic environment which allows our business to innovate and our people to thrive. Discover the latest career opportunities and programmes at HKEX. HKEX is committed as an Equal Opportunity Employer. Diversity is one of our core values and we look to support, respect diverse perspectives, abilities, culture and experiences within our workplace.