Structured Product Specialist, Product and Investment Solutions, Wealth Management
CLSA(2 months ago)
About this role
A Structured Products professional supporting senior team members in designing and managing derivative-based investment products for private banking and wealth management clients. The role involves liaising with sales and key stakeholders, preparing client-facing and control documentation, and coordinating trade execution and regulatory approvals. It also includes developing product platform capabilities and producing market commentary and trade ideas.
Required Skills
- Structured Products
- Trade Execution
- Product Onboarding
- Market Analysis
- Quotation
- Compliance
- Relationship Management
- Presentation Skills
- Analytical Skills
- Mandarin
+2 more
Qualifications
- Degree in Business/Finance/Economics
- CFA
- FRM
- CPA
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