Desk Head of Equity and Structured Products

  • HKD0.00 per annum
  • Hong Kong
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 17 Oct 17 2017-10-17

My client is a private bank of a financial services group with strong presence in the region. They are calling for professionals to apply for their current job opening. Desired candidate's background is as follows; - HK/China analyst type of profile - equity / strategist with experience in buy side


  • Provide professional advisory and marketing of equity-related services to HNW/UHNW clients through the Relationships Managers and Investment Consultants
  • Support Relationship Managers to review and monitor portfolios and to advise suitable investments products to maximize returns for clients' portfolios
  • Endorse cross asset strategy role to streamline CIO / Research views, and roll-out thematics along with other asset classes specialists.
  • Liaise closely with Central Dealing Unit to control execution of equity-related products (cash equity, flow and non-flow structured products)
  • Coordinate with product providers to introduce new products to enhance our services
  • Provide update on latest developments of equity markets and product innovation to the sales teams, meet clients and implement investment strategies
  • Lead and supervise subordinates in the discharge of their job duties and objectives
  • Manage sales processes and comply with the registered capacity as well as any conditions imposed by the HKMA


  • University degree holder, preferably with professional qualification in Finance or Investment fields
  • 8 years of experience in equity markets and equity-related investment products, or in relevant position of an established financial institution with management experience
  • Good understanding of wealth management industry and its regulatory requirements in Asia
  • Ability to articulate ideas or portfolio shift to fit with the Bank's investment outlook
  • Well verse with standard platforms and analytical tools used i.e. Reuters, Bloomberg
  • HKMA Relevant Individual registered with Regulated Activities Type 1 & 4
  • Good spoken and written English, Cantonese, and Mandarin preferred