Product Investment Manager
4 days ago
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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