Senior Investment Strategist (Digital Advisory) Senior Investment Strategist (Digital Advisory) …

Citi
in Hong Kong
Permanent, Full time
Last application, 16 Sep 20
Competitive
Citi
in Hong Kong
Permanent, Full time
Last application, 16 Sep 20
Competitive
Citi
Senior Investment Strategist (Digital Advisory)
The Research Product Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). Applies in-depth disciplinary knowledge through provision of value-added perspectives or advisory services. May contribute to the development of new techniques, models and plans within area of expertise. Strong communication and diplomacy skills are required. Generally has responsibility for volume, quality, timeliness of end results and shared responsibility for planning and budgets. Work affects an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Full supervisory responsibility, ensuring motivation and development of team through professional leadership to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations as well as direction of daily tasks and responsibilities. The Product Manager is responsible for supporting the equity research product. The role will include organizing the equity research morning meetings, reviewing and driving research content across sectors, with the goal of monetizing and developing Research's internal and external client franchise.

Responsibilities:
  • Strategically drive the research product pipeline, while ensuring consistency with the other regions as well as global goals
  • Review research and work with Analysts to optimize the commercial relevance of the research product, identifying emergent themes and originating premium reports, sharing best practice, managing the pre-production of tactical and major reports.
  • Analyze product metrics
  • Interact daily with Sales and Trading partners
  • Closely collaborate with Strategists and Economists
  • Liaise with Control Group, Supervisory Analyst, and Production on any day to day issues
  • Develop and promote product enhancements
  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
  • Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
  • Appropriately assess risk/reward of transactions when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm's reputation
  • Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same
  • Adhere to all policies and procedures as defined by your role which will be communicated to you
  • Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
  • 5-8 years previous experience
  • Demonstrated interpersonal skills and collaborative working style
  • Excellent written and verbal communication skills
  • Self-starter with ability to solve problems independently
  • Ability to execute in a large, matrixed organization
  • Secure and maintain applicable licenses
Education:
  • Bachelor's/University degree or equivalent experience
Responsibilities:
  • Contribute to regular client approved write-up and ad hoc client publications
-Maintain the internet and intranet site for Wealth Management Market Information and Research Publication.
  • Collect Market Data from Bloomberg for analytic purpose
  • Work as a team to handle frontline / media enquiry
-Contact with front-line staff through branch visit or tele conference is also an essential
-Connect with young segment on wealth management needs. Stay professional and also agile on young segment WM need targeting
-Work closely with new media (such as social media channel or influencer)
-Building and maintaining the content hub (WM)
-Designing a digital wealth journey (Investment strategy)
Requirements:
-University Graduate, preferably with majors in Economics, Finance or BBA
-Not less than 7 years in finance related industry
-Experience on investment markets / investment strategy presentation would be advantageous
-Exposure to sales is also advantageous.
-He/she should have good command of written and spoken Chinese and English and strong presentation skills.
-Chinese Typing Capabilities.
-Proficient in MS excel and MS PowerPoint.
Responsibilities:
  • Contribute to regular client approved write-up and ad hoc client publications
-Maintain the internet and intranet site for Wealth Management Market Information and Research Publication.
  • Collect Market Data from Bloomberg for analytic purpose
  • Work as a team to handle frontline / media enquiry
-Contact with front-line staff through branch visit or tele conference is also an essential
-Connect with young segment on wealth management needs. Stay professional and also agile on young segment WM need targeting
-Work closely with new media (such as social media channel or influencer)
-Building and maintaining the content hub (WM)
-Designing a digital wealth journey (Investment strategy)
Requirements:
-University Graduate, preferably with majors in Economics, Finance or BBA
-Not less than 7 years in finance related industry
-Experience on investment markets / investment strategy presentation would be advantageous
-Exposure to sales is also advantageous.
-He/she should have good command of written and spoken Chinese and English and strong presentation skills.
-Chinese Typing Capabilities.
-Proficient in MS excel and MS PowerPoint.

Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - HK
Time Type :Full time
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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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