Structured Product Specialist, Product and Investment Solutions, Wealth Management

Key Area of Responsibilities

• Support senior member to ensure our structured products are well-designed, congruent with house views, and capable of delivering investment and commercial performance.

• Bring forth new and timely trade ideas that tie in with our convictions and current market conditions, present and recommend 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 including Compliance, 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 and compliance 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.

• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

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