Structured Product Specialist, Product and Investment Solutions, Wealth Man at CLSA

, Hong Kong, China -

Full Time

Start Date

Immediate

Expiry Date

08 Jun, 26

Salary

0.0

Posted On

10 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Structured Products, Investment Performance, Trade Ideas, Market Conditions, Quotation, Material Preparation, Stakeholder Management, Product Platform, Regulatory Framework, Market Intelligence, Trade Execution, Compliance, Presentation Skills, Analytical Skills, Professional Integrity, Written English

Industry

Financial Services

Description

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. Stay informed on CITIC CLSA Job Opportunities Not the right fit? You can create a job alert to receive our latest job openings that meet your interest. CITIC CLSA provides global investors and corporate executives with insights, liquidity and capital to drive their growth strategies. Award-winning research, an extensive Asia footprint, direct links to China and highly experienced finance professionals differentiate our innovative products and services in asset management, corporate finance, equity and debt capital markets, securities and wealth management. As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC CLSA is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China. CITIC CLSA operates from 13 countries across Asia, Australia, Europe and the Americas. For further information, please visit http://www.clsa.com.

Responsibilities

The specialist will support senior members in ensuring structured products are well-designed, align with house views, and achieve performance goals, while also generating and presenting timely trade ideas based on market conditions. Responsibilities include providing quotations, preparing marketing materials, obtaining necessary approvals, and maintaining strong relationships with key internal stakeholders.