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Structured Product Specialist, Product and Investment Solutions, Wealth Management

Structured Product Specialist, Product and Investment Solutions, Wealth Management

CITIC CLSAHong Kong
14 天前
职位描述

Responsibilities

  • Support senior member to ensure our structured products are well-designed, congruent with house views, and capable of delivering investment andmercial performance.
  • Bring forth new and timely trade ideas that tie in with our convictions and current market conditions, present and rmend these in various internal / external meetings including sales meetings.
  • Provide timely structured products quotation to frontline sales.
  • Responsible for preparing product on-boarding and marketing material (key information disclosure document, one-pager / teaser, brochures and pitchbook etc.) and obtaining the appropriate management and control approvals includingpliance, Legal & Risk.
  • Develop and maintain strong working relationships with key stakeholders (relationship managers, investment counselors and counterparts) to be able to identify particular needs and promote targeted / tactical campaigns.
  • Enrich product platform including onboarding structured product counterparties and payoffs as well as performing regular review under current regulatory framework.
  • Handle enquiries and provide market intelligence with regards to structured products.
  • Prepare regular write-ups or articles for structured product ideas and market update.
  • Maintain tracker list to keep track of the structured product ideas.
  • Coordinate trade execution as well as ensure integrity of sales process andpliance with internal policies and regulatory requirements.

Requirements

  • Degree or above with major in Business Administration, Finance, Economics or related disciplines.
  • CFA holder or professional qualification of FRM / CPA is preferred.
  • Minimum 3 years of experience in sole financial institution preferably private banking / wealth management specializing in derivative based structured products advisory, preferably across asset class, dealing experience will be an advantage.
  • Strong understanding of private client distribution is required.
  • Team player with strong presentation skills and solid analytical skills.
  • Strong judgment and high level of professional and personal integrity.
  • Strongmand of written English / Chinese and spoken Mandarin, Cantonese and English.

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    Job ID JR001484

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    Product Specialist • Hong Kong