Job ref no.: A-51250

Equity Product Manager - Private Banking (PB-Sales and Advisory)

AMAC Human Resources Consultants

  • Degree in Business Administration or Finance or equivalent; possession of CFP/CFA qualification is highly advantageous
  • 8-10 years of relevant experience in Equity and/ or Advisory, with detailed knowledge in EQ analysis, markets and end to end knowledge of product cycle
  • Substantial exposure in EQ Sales, advisory and managing FI platforms
  • Good understanding of financial markets and key investment concepts as well as portfolio construction and risk management concepts
  • Strong analytical ability, good presentation skills, with proactive and goal orientated attitude
  • Proficient in both spoken and written English and Chinese, fluent in Mandarin is a must
Job Duties:
  • Manage Private Banking Equity Product, Advisory Platform and own the EQ P/L
  • Drive the product strategy on the larger EQ business and provide advice to Client Advisors with executable product ideas to drive bottom line
  • Ensure end to end platform readiness and robustness for product sale
  • Support investment and product performance monitoring as well as development of MIS and post transaction reporting to ensure regulatory compliance requirements as well as product development and management policies
  • Provide investment advisors and relationship managers with trading ideas, market information and sales tools
  • Develop marketing materials and provide input on EQ for internal and external publications
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More job information
Job ref no. A-51250 (CT3116513-01#0884)
  • N/A
Job Function
Employment Term
  • Full-time
  • 8 years - 10 years
Career Level
  • Middle management level
  • Degree