Private Banking - Central Dealing Specialist
Core
Central Dealing Specialist supporting Private Banking relationship managers to execute cross-asset products for HNW/UHNW clients.
Role type
Central Dealing Specialist (Private Banking)
Builds
Execution of cash equities, structured products, derivatives, and global cash bonds for high-net-worth clients.
Domain
Private Banking / Wealth Management / Financial Markets
Required skills
Equity market expertise, Structured products knowledge, Derivatives trading, Regulatory compliance (SFC/SFO), Order execution, Product strategy coordination, Market monitoring, Counterparty/broker relationship management, Financial platforms (Reuters/Bloomberg), Microsoft Office, VBA/Programming
Preferred skills
Professional finance/investment qualifications, Wealth management industry experience, Cantonese, Mandarin
Technologies
Reuters, Bloomberg, VBA, Microsoft Office
Responsibilities
Execute cash equities, structured product and derivative trades with high accuracy and efficiency; Provide execution support on global cash bonds; Introduce new product strategies through coordinating with product providers; Stay updated with latest development in investment markets and products; Maintain close relationships with counterparties and brokers; Perform regulated activities under Securities and Futures Ordinance; Manage sales processes in compliance with HKMA requirements.
Seniority
Mid-Senior (Analyst to AVP: 2-6 years; VP: 6-10+ years)