Conducts research and due diligence on a diverse range of investment products including equities, bonds, mutual funds, hedge funds, structured products and other asset classes; and generates multi-asset investment ideas by working closely with global research teams.
Represents the Asia product advisory function and builds credibility by working closely with RMs and clients.
Prepares investment research materials for RMs and ICs
Facilitates the launching of new product ideas in terms of product approval, operational logistics, documentation, training and presentation whenever applicable, as well as what marketing material may be distributed to which clients
Leads a team of 12 in Hong Kong
Fluent English and Mandarin written and spoken
15+ years of relevant experience
Multi-year background in asset or Private Banking experience