Investment Product Specialist

4 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China CITIC CLSA Full time
Job Title: Investment Product Specialist

We are seeking a highly skilled Investment Product Specialist to join our team at CITIC CLSA. As a key member of our product distribution business, you will play a crucial role in driving the growth of our regular product program and enhancing our product distribution efforts.

Key Responsibilities:
  • Prepare well-researched investment reports and provide timely investment ideas with a focus on global equity markets and individual stocks to product specialists, investment counselors, and sales teams.
  • 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 teams to present our house view, trading strategy, and investment findings.
  • Maintain a cutting-edge understanding of investment market trends across asset classes, particularly in equites, ensuring the ability to provide timely and relevant insights.
  • Work collaboratively with cross-functional teams, especially the research team, to promote the Group's research & corporate access services targeting institutional clients, corporate clients, and UHNWI clients.
Requirements:
  • Degree or above with a 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 a 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 modeling 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.

CITIC 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/without 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.

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