Product Manager Mutual Fund and Portfolio Investment

About Mox

Mox is built by and for the ones who aspire to live life to the fullest – we call them Generation Mox! The name Mox reflects the endless opportunities we can create, - Mobile eXperience; Money eXperience; Money X (multiplier), eXponential growth, eXploration… it’s all up for us to define together.

Why Mox

Everything at Mox – from our products, features, to rewards – is designed based on customer research, tailor made for your needs. We care about what customers care about, especially in data security and privacy. Data ethics is core to everyone here at Mox.

Mox rewards you with an array of banking and lifestyle benefits. Who says banking can’t be fun?

Who are we looking for?

As a Mox Invest Product Manager for Mutual Fund and Portfolio Investment, you will play a pivotal role in the development and management of mutual fund related products and services. You will be responsible for understanding market trends, customer needs, and regulatory requirements to drive the strategic direction of trading products. Your primary goal will to be ensure best-in-class customer experience in meeting the evolving demands.



  • Assist the team to develop and execute a comprehensive product strategy and roadmap for mutual fund and portfolio investment aligned with the Bank’s wealth management business objectives.
  • Assist the team to identify market opportunities, assess competitive landscape, and define product proposition to drive business growth initiatives maximizing active customer based and portfolio size.
  • Assist the team to assess the Bank’s wealth management product capabilities and propose enhancement initiatives to meet the evolving demands of key stakeholders.
  • Work with various stakeholders for implementing investment business growth initiatives while ensuring platform resilience.
  • Assist the team to develop robust tools and management information, drive concrete analytic insight to understand revenue dynamic and trend, and proactively identify incremental new business potential by product offering and pricing strategies.
  • Assist the team to manage daily operations, review and update policies and procedures to ensure compliance with internal and external policies & regulations.
  • Ensure product due diligence work is completed timely with quality.
  • Work with Product Owner to prioritize development and meet delivery timeline for delivery of the best-in-class products/services to customers.
  • Monitor local and overseas regulations closely and ensure that operational processes have the appropriate controls in place to satisfy compliance, regulation, and internal policy requirements.
  • Manage third party relationships and governance requirements and work with internal stakeholders to ensure compliance with regulatory requirements and expectation.


  • At least 5 to 7 years of solid product development experience in mutual fund products, ideally in retail banking; experience in multiple investment products experience would be a plus.
  • Experience in managing P&L, product and pricing strategy across investment products.
  • Experience in engaging with second line of defense such as Risk, Legal, and Compliance, as well as external parties such as the regulators on product development, risk control and governance matters.
  • Strong business acumen to drive product development and portfolio growth.
  • Sound knowledge of SFO, regulations and guidelines of relevant regulatory authorities (e.g. HKMA) and risk management.
  • Able to work with an agile mindset, independently & under pressure.
  • Mature, flexible, committed, detail-minded and a good team player.
  • Experience in building and delivery high-quality digital investment products and experiences is a plus.
  • Fluent in English and Cantonese.


  • Current or previous holder of SFC Types 1 & 4 regulated activities licenses.
  • Degree holder in banking or finance; or any relevant discipline.

To be eligible for internal referrals at MoxBank, you must be referred by a full time permanent employee of Mox Bank.