Junior Mandate Solutions Specialist
Credit Suisse
Hong Kong, China

Your field of responsibility

This position will be focused on supporting the discretionary and advisory mandates business for North Asia. It will involve collaborating with Portfolio Managers, Investment Consultants and Relationship Managers to acquire and retain discretionary and advisory mandates.

You will also work within the process for delivering the overall mandate platform (in collaboration with Products COO), preparing proposal and review materials, formalities, writing portfolio commentaries, digital content and ensuring a positive client experience to both internal and external partners in a fully compliant manner.

Your future colleagues

You will work within a team of 6 dedicated Mandate Solutions professionals, and of the broader part of Managed Solutions, which includes Funds, ETFs, and Alternative Investments.

Collectively, we are proud Product Owners of the highest quality investment products and services that enable the delivery of the bulk of APAC Private Banking’s recurrent revenues in line with Credit Suisse’s increasingly Sustainable Investment ethos

Your skills and experience

You are expected to possess the below :

  • At least 2-3 years’ experience in financial markets, in a role akin to product advisory or product management
  • Good academic qualification in Finance / investments / other related field
  • Good knowledge of financial markets and investment management
  • Proficiency in written and spoken English and Mandarin / Cantonese required in order to liaise with the business partners
  • Proficiency in MS PowerPoint, Excel
  • Can balance workload and thrive under pressure
  • A highly motivated, self-driven, and a "can do" attitude
  • A deep sense of team spirit and proven collaborative work habits
  • Your new employer

    Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

    We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

    Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

    We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible.

    Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law.

    If you require assistance during the recruitment process, please let your recruiter know.


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