Product Investment Manager

4 days ago


Hong Kong Island, Hong Kong SAR China CLSA Full time

We are seeking a Product Investment Manager to join our Wealth Management team at CLSA. In this role, you will be responsible for providing client portfolio advisory services on multi-asset classes including equities, fixed incomes, funds, and structured products.

Key responsibilities include:

  • Providing client portfolio advisory services to private wealth clients based on house view
  • Leading discussions with clients along with relationship managers to deliver multi-asset ideas aiming to maximize client's portfolio performance consistent with client's objective and risk profile
  • Acting as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients
  • Monitoring client portfolios for performance, appropriateness and investment opportunities

Requirements:

  • Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products; dealing experience will be an advantage
  • Bachelor degree or above with major in Finance, Business Administration, Economics or related disciplines; professional qualification of CFA/FRM/CPA is preferred
  • Extensive knowledge of investment products including equities, fixed incomes, funds and especially structured products
  • Client focused with strong business acumen, presentation (both written and oral), sales, analytical, technical and relationship-building skills
  • Strong judgment and high level of professional and personal integrity


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