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Investment Product Specialist
Hong Kong / Dubai | Full-time

Posting Date: 14  Aug 2023

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.

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