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