Associate/Officer, Investment Products Execution Specialist, Investment Products & Advisory, Consumer Banking Group
Core
Manage execution and operational processes for investment products, primarily offshore structured notes, ensuring smooth and compliant transaction processing.
Role type
Investment Products Execution Specialist (Operations)
Builds
Transaction execution workflows and operational reports for wealth management clients
Domain
Banking / Wealth Management / Structured Products
Required skills
Structured notes expertise, Wealth management operations, Excel (intermediate to advanced), Data analysis, Regulatory compliance, Risk monitoring
Preferred skills
Derivatives sales certification, Cross-functional collaboration, Project support
Technologies
Excel
Responsibilities
Handle quotation, pricing, and deal request preparation for derivative products; Ensure efficiency, timeliness, completeness, and accuracy of daily operations; Support product team in monitoring risks, corporate action events, and promotions; Maintain and provide analysis and regulatory reports; Adhere to external regulatory and internal compliance requirements.
