Structured Product Specialist, Product and Investment Solutions, Wealth Management

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.

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at citicclsa? Share your experience