Structured Product Specialist, Product and Investment Solutions, Wealth Management

7 days ago

Hong Kong, China CLSA Full time CN¥600,000 - CN¥800,000 per year

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.

  • Head of Investment Products

    7 days ago

    Hong Kong Island, China Kane Poulter Talent Solutions Full time CN¥120,000 - CN¥240,000 per year

    About the OpportunityOur client, a leading digital financial institution, is seeking an exceptional leader to drive their investment products strategy and trading operations. This is a unique opportunity to shape the future of digital wealth management in one of Asia's most dynamic financial services organisations.As a key member of their leadership team,...

  • Structured Products Legal Documentation Specialist

    5 days ago

    Hong Kong Island, China Delta Capita Full time CN¥900,000 - CN¥1,200,000 per year

    Structured Products | Legal Templating | Issuance AutomationSingapore | HybridAbout the RoleWe're hiring a Structured Product Legal Documentation Specialist to join our high-performing Structured Products team in Singapore.You'll play a key role in supporting issuance automation, template creation, and transaction-level drafting across a broad range of...

  • Associate, Investment Solutions, Asset Management

    5 days ago

    Hong Kong Island, China CLSA Full time

    Position Description The Investment Solutions team focuses on providing AM's global client base with tailored portfolios and other investment solutions across a wide range of asset classes, and with a significant focus on cross-border China investment.    This is a role that will provide the successful candidate with great training and experience in...

  • Bank - Wealth Product Manager

    5 days ago

    Hong Kong Island, China WeLab Full time CN¥120,000 - CN¥250,000 per year

    WeLab, a leading pan-Asian fintech platform, operates two digital banks (WeLab Bank and Bank Saqu) as well as multiple online financial services in Hong Kong, Mainland China, and Indonesia, with over 70 million individual users and over 700 enterprise customers. WeLab uses game-changing technology to help users access credit, save money, and enjoy their...

  • Global Investment Rotation Program

    5 days ago

    Hong Kong, China Manulife Full time

    The OpportunityAre you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You've come to the right place. We're looking for ambitious people who share our values and want to make every day better for people around the world. If this sounds like you, and the career below sounds exciting, we'd like to hear from you.Wealth...

  • VP/SVP, Specialist, Product Sales, Private Banking

    7 days ago

    Hong Kong Island, China DBS Bank Full time CN¥100,000 - CN¥120,000 per year

    Business FunctionDBS' Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each...

  • Relationship Manager

    20 hours ago

    Hong Kong, China LGT Crestone Wealth Management Limited Full time

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets."Become part of a family – not just a company."Working in an inspiring and international environment.We are...

  • Assistant Relationship Manager

    3 days ago

    Hong Kong, China LGT Crestone Wealth Management Limited Full time $500,000 - $1,000,000 per year

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets."Become part of a family – not just a company."Working in an inspiring and international environment.We are...

  • Full Stack Developer

    7 days ago

    Hong Kong, China LGT Crestone Wealth Management Limited Full time CN¥900,000 - CN¥1,200,000 per year

    LGT is the largest Private Banking and Asset Management group in the world to be owned by an entrepreneurial family. As the family office of the Princely House of Liechtenstein, we have years of experience in the management of sizeable sums of assets.Job DescriptionDeveloping and managing robust applications, following a microservices architecture in green...

  • Product Specialist

    7 days ago

    BOS Hong Kong, China OCBC Full time $120,000 - $250,000 per year

    Bank of Singapore opens doors to new opportunities.At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive...