Mandate Specialist
Credit Suisse
Hong Kong, China

Your field of responsibility

This position will be focused on enabling the discretionary and advisory mandates' business for assigned market coverage (i.

e. Hong Kong) as well as assigned expertise coverage (primarily Fixed Income Strategy). It will involve collaborating with Portfolio Managers, Investment Consultants and Relationship Man-agers to acquire and retain discretionary and advisory mandates.

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

Your future colleagues

You will be part of 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.

Remote Working?Yes

This position offers remote working opportunities for an agreed amount of days per week.

Your skills and experience

To excel in this role, you should possess :

  • At least 5-7 years’ of proven experience in investment advisory / portfolio management / product management is essential
  • Good academic qualification in Finance / investments / other related field
  • Outstanding knowledge of financial markets and investment management
  • Strong command of written and spoken English and Mandarin / Cantonese
  • Proficiency in MS PowerPoint, Excel
  • An open and dynamic attitude towards use of technology and digitalization
  • 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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