Wealth Management
2 weeks ago
Wealth Management - OTC Product Specialist Join to apply for the Wealth Management - OTC Product Specialist role at CICC Responsibilities Execute daily operations for Fund Total Return Swaps (TRS), including client meetings, sales training, and pre/post-trade project management and coordination across front/middle/back offices. Support OTC Product Specialist to develop and maintain a high level of product knowledge relating to cross-border derivatives (including total return swaps, OTC options, structured notes, and QFI-related investment products) and deliver to the sales team. Work with traders, product managers, and sales team to develop relevant and compelling product marketing across multi-asset. Perform in-depth research on various projects across different sectors and prepare marketing materials and pitch books. Create new content strategies and sales talks on synthetic prime brokerage business and cross-asset structures products for the sales team. Provide feedback on clients and sales needs to the trading team to enhance trading ideas. Manage the internal product post‑on‑boarding lifecycle for OTC derivatives and structured notes (including product launch, education, training, and marketing). Deliver full trading tools and structured product opportunities to sales team. Participate in various projects to drive the development of cross‑border business. Negotiate with internal parties such as legal and compliance, risk, and operations. Other ad‑hoc works / projects. Skills and Abilities Bachelor degree or above. Open to all majors, preference given to Finance, Economics, Media/Communications, or related fields. Strong sense of responsibility, fast‑learning capability, and attention to details. Proven project management experience with end‑to‑end execution skills. Excellent communication skills and team collaboration spirit. Good team worker in an efficient working atmosphere under high pressure. Working knowledge of derivative product structures (TRS, OTC options, structured notes) and related legal frameworks (ISDA) is a definite advantage. Excellent interpersonal, presentation and communication skills. Proficient in both spoken and written English and Chinese, fluent in Mandarin is a definite advantage. Seniority level Entry level Employment type Full-time Job function Finance Industries: Financial Services and Securities and Commodity Exchanges Disclaimer CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement. CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry. It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law. The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. #J-18808-Ljbffr
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