Equity Product Manager - Private Bank

KEY RESPONSIBILITIES

 

Product advisory

 Package route to market executable ideas with inputs from 1) Research, 2) industry intelligence and
ground feedback, and 3) current books.

 Drive Investment themes and product focus, giving color and depth to the investment books. Provide frontline with actionable focus to maneuver the markets, with support from Research.

 Provide solutions for clients’ Equity requests

 Educate Client Advisors and team members

 

 Manage relationships with major counterparties and key market players

 Ensure full compliance with regulatory requirements and Bank product development and management
policies

 Manage internal relationships with key enablement partners and stakeholders

 

Sales Advisory

 Provide investment advisors and RMs with trading ideas, market information and sales tools

 Provide Equity related internal and external publications

 Develop marketing materials

 Making timely actionable calls in relation to markets and books, to help frontline manage clients.

 

REQUIREMENTS

 

 Detailed knowledge of analysis and markets, with strong technical capabilities in equity analysis.

 Experience in Equity sales, advisory and managing Equity platforms
 End to end knowledge of product cycle
 Understanding of Financial Markets and key investment concepts
 Understanding of portfolio construction and Risk Management concepts
 Pro-active, self-starter, team player and goal orientated