Investment Capability Manager

Credit Suisse
Hong Kong, Hong Kong
Apr 14, 2021
Apr 30, 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
As a member of Investment Management APAC team, you will support the regional business development in the following key areas:
Business Development
  • Partner with internal business partners to increase IM APAC team visibility and promote mandate sales. Support and organize business development events
  • Coordinate between IM team and front office to deliver quality content on timely manner
Marketing and Product Management
  • Develop sales and after-sales presentations for discretionary mandates, including pitch books, portfolio review decks, performance analysis report
  • Build sales stories for new mandate launch and focus strategies
  • Oversee monthly marketing updates with quality control and manage regular compliance check on all marketing materials
Client Portfolio Management
  • Drive customized mandate pitch process in HK location for UHNWI, support institutional RFPs
  • Seek to identify sales opportunities and client needs, utilize global capabilities of IM team to deliver quality sales pitch to clients
Your future colleagues

Investment Management is responsible for designing and managing discretionary solutions for Private Banking clients. You will be part of a globally distributed team in the Sustainability, Research & Investment Solutions function. A key position to work within a dynamic and fast paced team from diverse backgrounds

You Offer

You are required to possess the below:
  • Excellent English and Chinese language skills, proficiency mandarin is strongly preferred as you will be required to liaise with Chinese speaking clients.
  • Degree with a major in Business Administration, Economics or Finance (CFA is an advantage)
  • More than 5 years' experience in financial industry (preferably in an asset management context), prefer previous experience in investment, marketing, business development
  • Outstanding ability to visualize and effectively present investment product related content with high attention to details
  • A keen interest in global financial markets and our main asset classes: equities, fixed income, alternative investments
  • Proficient in PowerPoint and Excel; experienced with Bloomberg; basic web publishing is a plus
  • Strong drive to challenge existing business processes and develop the business
  • Proactive team-player who feels comfortable working across various departments, regions and divisions

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