TS Equity Sales Advisor Analyst

Credit Suisse
Hong Kong, Hong Kong
Jan 07, 2021
Feb 06, 2021
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.

We Offer
We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm's D&I ambition which is an integral part of our global Conduct and Ethics Standards.
Job Purpose
  • Provide advisory and execution on Equities and Equity Structured Products to Relationship Managers (RMs), Investment Consultants (ICs) and Direct-Access-Clients (DACs)
  • Present high conviction ideas at Weekly Investment Meetings (WIM) to a group of 100+ RM and independently cover various markets for Transactional Investment Meetings (TIM)
  • Provide timely tactical equity ideas via macro, fundamental and technical analysis, and to monitor the performance closely and ensure accountability
  • Facilitate in driving DAC revenue through close engagement with sales advisors/ DAC-tagged clients, via providing tailor-made investment ideas, conducting portfolio reviews and preparing investment proposals
  • Provide market intelligence, updates and facilitate generation of Equity ideas during team meetings
  • Streamline processes to increase efficiency, minimize risks and ensure compliance through sales platform initiatives and risk projects
  • Coordinate with multiple key partners internally and externally, i.e. with research on investment ideas, with COO/ Compliance to ensure marketing materials are compliant, and with external counterparties to ensure the best execution and staying ahead of market development.
  • Collaborate closely with PB and Global Markets Research to arrange analyst conferences and create thematic trade ideas and content.
  • Promote EQ offerings and DAC service to facilitate sales efforts, e.g. the creation of pitch books and monthly performance reports.
Business Focus
  • Provide outstanding service for equity advisory and execution on Equities and Equity Structured Products (OTC and Listed)
  • Offer market knowledge, product depth and equity solutions to key partners in PB APAC
  • Ability to drive sales and increase DAC share-of-wallet revenue for Equity and equity related products
  • Be the point of contact for DAC clients on equity solutions and continuous effort to ensure we are provide the best solutions and services through tailor-made investment ideas, conducting portfolio reviews and preparing investment proposals
  • Utilise our close collaboration with PB and Global Markets Research to provide research views and offer innovative equity solutions.
Sales and Marketing
  • Establish trust and excellent rapport with clients and internal partners (RMs and ICs)
  • Showcase our platform capabilities through market intelligence, market updates and facilitate generation of Equity ideas during team/client meetings
  • Generate timely tactical equity ideas and monitor closely to ensure accountability
  • Promote EQ offerings and DAC service to facilitate sales efforts, via conducting on-boarding training and the creation of pitch books
Execution and Reporting
  • For Equity and Equity Structured Products trade reporting to clients and internal business partners
Market Intelligence and Knowledge Building
  • Keeping self abreast with the latest developments in the financial markets at all times
  • Capturing and sharing intelligence on markets, products, clients, competitors, etc, to improve the competitive advantage of the firm
  • Adhering to relevant internal policies & regulatory requirements where applicable
  • Keeping the concerned authorities (internal & external) informed of potential violation of legal and compliance regulations, Credit Risk Management issues, etc, to ensure smooth functioning of various processes
Business Partnership
  • Participating in User Acceptance Testing of new/modified systems being introduced by the IT team and providing them feedback on the efficiency
  • Participating in Disaster Recovery Planning exercise of the bank
Communications & working relationships
  • Both structured and informal reviews with Head TS Equity Sales team head and TS Head Equity APAC;
  • Continuous liaising with RM teams, IC-Sales, Operations, other desks in TS, external counterparts, for functional efficiency
  • Open communication through team meetings

You Offer
  • Understand the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work.
  • Relevant University or Graduate Degree with a sharp analytical mind
  • Relevant working experience in equities and derivatives preferred; and/or have equities and/or research knowledge across HK/China and US sectors
  • Proficient in English and Mandarin along with strong communication skills is mandatory given the market focus.
  • CFA, FRM, CAIA holders preferred
  • Keep self-abreast with the latest developments in the financial markets at all times.
  • Outstanding relationship building skills
  • Advanced Excel, PowerPoint and Bloomberg skills. Ideally combined with knowledge on VBA and SQL too.
  • Passion for improving, building and leading change in all parts of our job.
  • Motivated, adopt openness and diversity, is engaging, service oriented and flexible team-player with a real passion for clients
  • Result oriented, dedicated, hardworking and can work on own initiative whilst also working under pressure to deliver on time with a high level of integrity, sense of urgency, attention to detail and quality standards

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.