Investment Specialist, Product

4 months ago


Hong Kong, Hong Kong SAR China CITIC CLSA Full time

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 Group’s 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.

 

CLSA may collect personal data from you for purposes relating to your engagement with the Company, including human resource management and other business and internal / external compliance purposes. Any personal information and /or data collected and held by the Company may be used by the Company or transferred (whether within/ outside Hong Kong) to any other parties within the Company, subsidiaries and affiliates of the Company, internal or external service providers, or any other relevant parties including governmental or regulatory authorities, for the above purposes.


  • Investment Specialist

    1 month ago


    Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Investment Specialist / Senior Investment Specialist - Infrastructure The Multilateral Cooperation Center for Development Finance (MCDF) is an initiative designed to promote high-quality connectivity and infrastructure investments in developing countries through partnerships. MCDF works in the transport, energy, ICT, and cross-border water management...


  • Hong Kong, Hong Kong SAR China CITIC CLSA Full time

    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...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    HSBC offers a dynamic career opportunity as a Wealth Investment Product Specialist in Hong Kong. The role is ideal for professionals seeking to advance their careers in wealth management and investment product expertise.The successful candidate will be responsible for providing technical and skills coaching to staff teams to achieve business objectives,...


  • Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time

    Job Description:As an Investment Specialist, you will play a crucial role in enhancing our product distribution business and driving growth in our regular product program.We are seeking a talented professional to prepare investment reports, conduct thorough market research, and provide well-researched investment recommendations.Develop and deliver...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    (Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...


  • Hong Kong, Central and Western District, Hong Kong SAR China Global Executive Consultants Ltd. Full time

    Job DescriptionWe are seeking a highly skilled Senior Investment Product Specialist to join our team at Global Executive Consultants Ltd. in Private Wealth Management.Key Responsibilities:Product Due Diligence: Conduct thorough reviews, obtain approvals, and monitor ongoing product performance.Documentation and Records: Ensure completeness and accuracy of...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    Senior Investment Solutions Specialist - Transport The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We are...


  • Hong Kong, Hong Kong SAR China Asian Infrastructure Investment Bank Full time

    (Senior) Investment Operations Solutions Specialist - Climate The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members...

  • FX Specialist

    4 weeks ago


    Hong Kong, Central and Western District, Hong Kong SAR China Hang Seng Bank Limited Full time

    Job OverviewHang Seng Bank Limited is committed to service excellence and seeks a highly skilled FX Specialist to join our team. The ideal candidate will have strong knowledge of investment products, retail banking experience, and excellent interpersonal skills.Job DescriptionWe are seeking a seasoned professional with expertise in structured products, FX,...

  • Investment Specialist

    5 months ago


    Hong Kong, Hong Kong SAR China Pictet Full time

    Your team The Pictet group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzerland, the Group is represented in 30 offices in financial centres worldwide, currently employing over 5000 people. Pictet has been present in Hong Kong for more than 25 years where it employs more than...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    About SAFE InvestmentWe are a dynamic organization seeking a skilled Human Resources Assistant to join our team. As a Human Resources Assistant - Talent Acquisition Specialist, you will be responsible for a wide range of HR functions.


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Full time

    Investment Solutions SpecialistAbout the RoleWe are seeking a skilled Investment Solutions Specialist to join our team in Hong Kong. As a key member of our External Investing Group (XIG), you will be responsible for identifying, researching, and selecting leading third-party investment managers to provide investors with advisory and investment solutions.Key...


  • Hong Kong, Central and Western District, Hong Kong SAR China SAFE Investment Full time

    Job Title: Compliance Support SpecialistAt SAFE Investment, we are seeking a highly organized and detail-oriented Compliance Support Specialist to provide administrative support to our Legal Department.Key Responsibilities:Handle internal staff's compliance mattersProvide secretarial and administrative support, such as document processing, filing, data...

  • IT Support Specialist

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China BEA Union Investment Management Limited Full time

    Job SummaryBEA Union Investment Management Limited is seeking a skilled IT Support Specialist to join our team. In this role, you will provide first-level support for our IT applications, market data products, and IT systems.Daily TasksConfigure and update Bloomberg AIM systems, including Commission tables and Compliance rules.Support the generation of Fund...


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    A career with Hang Seng Bank offers service excellence and a dynamic working environment. We seek high-caliber talent by providing good career development opportunities and competitive compensation packages.Role OverviewWe are currently seeking a professional to join our Private Banking department as a Senior Product Development Manager. The successful...

  • Production Specialist

    1 month ago


    Hong Kong, Central and Western District, Hong Kong SAR China Vita Green Health Product Company Limited Full time

    Vita Green Health Product Company Limited is a well-established brand in Hong Kong, renowned for its high-quality health products.We are seeking an experienced Production Specialist to join our team, responsible for operating production machines and equipment in a clean and dust-free environment.The ideal candidate will be diligent, efficient, and able to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Gough Recruitment Full time

    Gough Recruitment is seeking a seasoned Product Specialist to join our team. This exciting role will see you leverage your expertise in product management and wealth management to drive business growth.About the RoleAs a Product Specialist, you will be responsible for providing market insights to family offices and high net worth individuals. Your key...


  • Hong Kong, Central and Western District, Hong Kong SAR China Trinity Search Limited Full time

    About the RoleTrinity Search Limited is seeking a skilled Strategic Investment Specialist to join our team.This is an excellent opportunity for a seasoned investment professional to leverage their expertise and make a significant impact in the financial industry.About the CompanyWe are a leading search firm dedicated to delivering exceptional talent...

  • Investment Specialist

    1 month ago


    Hong Kong, Hong Kong SAR China The Profile Group (HK) Ltd (a Wilson Company) Full time

    Investment Specialist (Equity) - Global Asset Manager Our client, a global asset management firm is looking for an Equity Investment Specialist to join their APAC team. Responsibilities: Strong knowledge on equity products, plan and execute equity business strategy across APAC with steep knowledge in China stock market Understand clients needs and...


  • Hong Kong, Central and Western District, Hong Kong SAR China AXA Investment Managers Full time

    Job DescriptionWe are seeking an experienced Middle Office Operations Specialist to join our team at AXA Investment Managers. The successful candidate will be responsible for providing coordination and development of Market & Liquidity Solutions (MLS) activities, with a focus on operational and controlling aspects in particular.Main ResponsibilitiesLiaising...