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In this role, you and your team will cover a wide scope, including discretionary solutions, brokerage ideas, and tactical strategies. The team provides clients with thematic equity investment opportunities, single stock risk management expertise, a variety of implementation expertise across listed, securitized and over the counter derivatives, and unique discretionary strategy investment opportunities.
Managing both internal and external relationships with private wealth advisors, clients, cross-divisional partners, global counterparts
Communicating and collaborating effectively with multiple stakeholders in order to achieve client objectives
Generating, marketing and implementing innovative thematic equity ideas and strategies
Working seamlessly to provide effective client coverage across all PWM clients in a scalable fashion
Creating marketing materials of equity thematic ideas and strategies for external distribution
Actively communicating updates of ongoing strategies/recommendations with sales teams and clients
Tracking statistics both historically and for future pipeline opportunities
Monitoring risks and producing revenue analytics regularly for management
Working on special projects streamline processes and improve technological infrastructure
4+ years of capital markets experience; equity derivatives background preferred
Fluency in Mandarin required
Strong interpersonal and communication skills
Attention to detail and organizational skills
Motivated team player who can contribute in a cohesive team environment
Independent thinker who is logical and analytical
Strong written and presentation skills
Please send your cv in MSWord to Phoebe Ling at email@example.com