Product Manager

Wealth Management Product Manager

I am a Wealth Management Product Manager with 3 years of experience in designing and delivering innovative financial products for high-net-worth individuals, affluent clients, and institutional investors. My career has been defined by a passion for creating client-centric wealth management solutions that drive asset growth, enhance client satisfaction, and align with evolving market trends.

In my most recent role at Industrial Bank Co.,Ltd, a leading global bank, I successfully led the development and launch of a suite of sustainable investment portfolios, resulting in a 25% increase in assets under management (AUM) within the first year. By conducting in-depth market research and collaborating with cross-functional teams, including sales, compliance, and technology, I ensured these products met stringent regulatory requirements while addressing client demand for ESG-focused investments. Additionally, I spearheaded the integration of a digital wealth management platform, improving client onboarding efficiency by 30% and enhancing the user experience for relationship managers.

I hold a Master’s degree in Operational Research and Risk Analysis from The Hong Kong Polytechnic University and Bachelor's degree in Finance from The University of New South Wales, complemented by a deep understanding of financial compliance and proficiency in portfolio management tools. My strengths lie in strategic thinking, stakeholder collaboration, and leveraging technology to deliver scalable wealth solutions.

I am seeking a Cryptocurrency Product Manager role within a forward-thinking blockchain company or crypto exchange, where I can continue to innovate at the intersection of finance and Web3. I am particularly interested in opportunities to develop DeFi protocols, digital asset investment products, or user-focused platforms that enhance accessibility and scalability in the crypto space. My goal is to contribute to a company’s growth by creating products that empower users, align with regulatory standards, and capitalize on emerging trends like sustainable blockchain solutions and tokenized assets.


Experience: 3 years

Yearly salary: $70,000

Hourly rate: $50

Nationality: 🇨🇳 China

Residency: 🇨🇳 China


Experience

Wealth Management Product Manager
Industrial Bank Co.,Ltd
2022 - 2025
Product Development: Design and develop wealth management products, including investment portfolios, structured products, trusts, and advisory services, tailored to client segments (e.g., HNWIs, mass affluent). Market Research: Conduct market analysis to identify client needs, competitive trends, and emerging opportunities in wealth management. Leverage insights to inform product strategy. Product Strategy: Define and execute the product roadmap, aligning with the bank’s strategic objectives and client-centric goals. Stakeholder Collaboration: Work closely with sales, relationship managers, compliance, legal, and technology teams to ensure seamless product development, launch, and ongoing management. Regulatory Compliance: Ensure all products adhere to relevant regulations (e.g., MiFID II, SEC, local banking laws) and internal risk management policies. Performance Monitoring: Track product performance metrics (e.g., AUM growth, client adoption, revenue) and implement enhancements to optimize outcomes. Client Experience: Partner with marketing and client-facing teams to develop clear product positioning, client communications, and educational materials. Innovation: Stay abreast of industry trends, such as ESG investing, digital wealth platforms, and fintech solutions, to integrate innovative features into product offerings. Risk Management: Identify and mitigate risks associated with product offerings, ensuring alignment with the bank’s risk appetite. Training & Support: Provide training and support to sales teams and relationship managers to ensure effective product distribution and client engagement.

Skills

product-manager