Equity Product Advisor, Director for Middle Size Swiss Private Bank
- Employer
- Cornerstone Global Partners
- Location
- Hong Kong, Hong Kong
- Salary
- HK$100k - HK$120k
- Closing date
- Jun 21, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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As an Equity Product Advisor, your responsibility include:
Duties and Responsibilities
Monitoring and Control
Legal & Regulatory Responsibilities
KNOWLEDGE AND SKILLS REQUIREMENTS
Interested candidates please click "APPLY NOW" or send over your updated resume to clee@gornerstoneglobalpartners.com for a private and confidential conversation
Duties and Responsibilities
- Be responsible for generating, distributing and executing profitable trading and yield enhancement ideas primarily on Equities & Structure Products via fundamental and technical analysis.
- Service delegated high net worth individual clients in complete suite of Equities, as well as the cross asset product range including spot, vanilla and exotic option, DCI, Accumulator, hybrid Structured Products (EMTNs) and OTC derivatives, etc. to meet clients' wealth management and hedging needs
- Promote Equites ideas to internal Relationship Managers via key distribution channels including joint-marketing activities with Relationship Managers, investment meetings and dynamic Equities portfolio advisory
- Support Relationship Managers with customer marketing efforts, training and presentations
- Be responsible for good trades execution and follow-up, deals input, term-sheet generation and position management
- Assist in ad-hoc issues and administrative activities of the Capital Markets desk
Monitoring and Control
- Responsible for performing risk management of the Capital Market business in the branch. Duties include monitoring and control of operational/counterparty/regulatory/margin collateral risks of delegated clients and etc.
Legal & Regulatory Responsibilities
- Comply with all applicable legal, regulatory and internal Compliance requirements
- Maintain appropriate knowledge to ensure to be fully qualified to undertake the role. Complete all mandatory training as required to attain and maintain competence
KNOWLEDGE AND SKILLS REQUIREMENTS
- Degree in Banking and Finance or other related discipline with 8-10+ years of experience in Private Banking Equities sales/ trading experience
- Experience in multi asset class structured products, OTC derivatives sales is highly relevant
- A good team player with good judgement also motivated and will to take initiative
- Good proficiency in English, Cantonese and Mandarin
Interested candidates please click "APPLY NOW" or send over your updated resume to clee@gornerstoneglobalpartners.com for a private and confidential conversation
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