Position Description
We are seeking an investment product specialist to enhance our product distribution business and drive the growth of our regular product program to increase product. With a client-focused approach, the investment specialist will be responsible for preparing investment reports, conducting thorough market research, and providing well-researched investment recommendations, contributing to the success of our product distribution efforts and ensure client satisfaction.
Key Areas of Responsibilities
For: Investment (Product) Specialist (equity focus)
- Provide well-researched investment recommendations and timely investment ideas with a focus on global equity markets and individual stocks to product specialists, investment counselors and sales team.
- Deliver high-quality investment reports, write-ups, presentation materials and speech mainly on stock commentary and trading strategy, both regularly and upon request.
- Participate actively in client calls/meetings along with sales team to present our house view, trading strategy and investment findings.
- Maintain a cutting-edge understanding of investment market trends across asset classes particular in equites, ensuring the ability to provide timely and relevant insights.
- Work collaboratively with cross-functional teams esp. research team to promote the Groups research & corporate access services targeting institutional clients, corporate clients and UHNWI clients.
Requirements
- Degree or above with major in Finance, Business Administration, Economics or related disciplines, professional qualification of CFA, FRM, and/or CPA is highly desired.
- Minimum of 10 years of experience in financial institution with a strong focus on equity advisory and/or portfolio management. Experience in private banking/private wealth management field is a must.
- Advanced proficiency in MS Office suite, especially Excel. Knowledge of VBA and other financial modelling tools is advantageous.
- Ability to work collaboratively in a team environment with a proactive attitude and manage multiple tasks simultaneously. Strong attention to detail and the ability to work under tight deadlines.
- Team player with strong presentation, analytical, problem solving, communication and interpersonal skills with a client-focused approach.
- Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.
- Candidate with less experience might also be considered