Investment Product Specialist

Job Responsibilities
  • Expand derivatives platform by onboarding new counterparties, vendors, and issuers
  • Contribute to revenue target through execution of derivatives trades
  • Partner with Head of Investment Advisory and client advisors to articulate investment ideas, discuss capital market strategies (equities, fixed income, FX derivatives, structured products), discretionary mandates, funds and alternative investments
  • Create investment proposals and conduct portfolio reviews
  • Monitor clients’ portfolios for performance, appropriateness, and investment opportunities
  • Provide premium investment advisory to clients and formulate investment strategies that are aligned with client’s target strategic assets allocation to meet investment objectives and risk profile
  • Communicate on house views with Head of Investment Advisory to the respective marketing team and work closely with product specialists and service providers for specific support and training
  • Experience dealing with internal and external clients and Internal Asset Managers
  • Discuss capital markets strategies (equity, fixed income, FX derivatives, rates, credit, structured products) with clients
  • Usage of various counterparties’ dealing tools, inhouse applications
  • Participate in driving improvement in efficiency of the business through the delivery of enhancements of current tools and potentially implementation of other tools
Requirements
  • Bachelor’s degree in the fields of either Finance, Business, Economics or Banking
  • Relevant degree with 3-5 years of experience in private banking dealing and advisory
  • At least 5 years of experience in financial industry in an investment advisory position
  • Strong knowledge of products across asset classes, securities, and derivatives
  • Strong interpersonal and communication skills
  • Strong analytical and strategic thinking skills
  • Strong sense of teamwork
  • Possess future-oriented mindset, strive to innovate, and adapt to changes.
  • Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
  • Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.
  • Strong judgment and high level of professional and personal integrity.
  • Commitment to excellence

Apply now and join us on our exciting journey! For interested applicants, please submit your resume to Amanda.Wong@wrise.com

Investment Product Specialist