Securities Financing Product Specialist Lead

6 days ago


Hong Kong Island, Hong Kong SAR China CLSA Full time
Job Description

This role involves providing effective services in trading and margin financing, as well as SBL and notes financing. The ideal candidate will have a strong understanding of the HK capital market and be able to monitor credit risk and KYC requirements for clients.

Key Responsibilities
  • Recommend investment and margin finance services to clients based on market conditions and client risk tolerance.
  • Provide updated market information to clients and develop and maintain client networks.
  • Familiarize clients with company services, product details, and account opening procedures.
Requirements
  • Undergraduate degree or above in Finance and Economics preferred.
  • Practicing qualification required by regulatory authorities.
  • Minimum 3 years' relevant working experience and at least 3 years of sales experience in Banking or Financial Institutions.
  • Proficiency in written and spoken English and Chinese (including Mandarin).


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