Job Description:
· To provide pricing and execute security orders in the market such as stocks, bonds and structure notes for private banking clients
· To manage investment product lifecycle, including generating new ideas, perform due diligence and regular review on product profile.
· Research on macro ,sector & company fundamentals and multi asset to analyze the investment trends and provide commentaries, market update and investment strategies to sales team for supporting them on product marketing
· Provide product training to sales team
· Provide tailor-made investment solutions to sales team
· To monitor on boarded product and PB client’s outstanding investment position
· Establish and review product policies to comply with external and internal regulations.
· To ensure works and duties of team in compliance with the relevant regulation
· As our team is pivot to complete deals of investment product, communicate and negotiate with internal partners and external counterparties would play quite an important role.
· Other ad-hoc duties as assigned
Requirements :
·· Bachelor’s Degree in Banking and Finance/ Business Administration or any relevant discipline
· Experience of dealing and with 3~15 years of experience on any of product management, research or advisory role in the financial industry would be preferred
· Good knowledge of investment products and strong interest in investment market
· CMFAS M1, M6, M6A are required, CACS 1 & 2 and CFA preferred
· Fluent in English and good in Mandarin speaking, reading (Traditional Chinese a plus), in order to liaise with overseas Chinese speaking associates.
· Good communication, social skills with positive attitude and ability to multi-task
