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Equity Product Specialist

  • Location

    Hong Kong

  • Sector:

    Financial Services and Banking

  • Job type:


  • Contact:

    Natalie LU

  • Contact email:

  • Salary high:


  • Salary low:


  • Published:

    7 months ago

  • Expiry date:



  • Initiate ideas on equity & equity-related derivatives (including OTC options and structured products).
  • Keep up-to-date with market developments, consider the economic implications of news and other global factors on the performance of companies in the research universe.
  • Make informed recommendations to RMs, Clients and ICs, including updating all stakeholders on investment ideas.
  • Advise on equity-related portfolio construction for implementation in client portfolios.
  • Ensure recommendations meet compliance regulations.
  • Keep the team updated with new market trends and developments in equity-related investment products.
  • Interact and effectively manage relationship with various internal and external counterparties.
  • Facilitate the implementation of new trading ideas from operational logistics and documentation to product presentation.
  • Assist in the management of advisory lists for regional use including periodic monitoring and reviews.



  • Degree holder with more than 7 years of relevant experience
  • Excellent research and writing skills as well as communication skills (interpersonal skills and ability to broadcast proprietary and secondary research)
  • Obtain Financial Qualifications such as Advanced Finance / Business degree, CPWP, Security Analysis, CAIA is an advantage
  • Capable of working independently and in a team environment