Description:

Responsibilities:

• Reports to Regional Head of Product Management
• Managing private banking equity product and advisory platform
• Manage product P&L and monitor investment and product performance. Prepare MIS reporting
• Drive product strategy and provide up-to-date market conditions and strategy
• Work closely with relationship managers and investment advisors on trading ideas and investment strategy
• Keep abreast on regulatory compliance requirements
• Develop marketing materials and ensure internal and external publications are complied with regulations

Requirements:

• University Degree in Finance, Accounting or related subjects
• 6 years + of experience in equity portfolio advisory/strategy or related role
• Certified Private Wealth Professional (CPWP) / CFP / CFA is highly advantageous
• Must be fluent in English and Mandarin
• Experience in private banking preferred

Please email your full resume in MS Word format to info@connexesearch.com quoting the job reference N211200 in the subject field. Your interest will be treated in strict confidence. Only shortlisted candidates will be notified.