Job purpose:

  • As the Equity Specialist, you will be responsible for providing research and recommendations on Equities, ETFs and guided portfolios.

Your Responsibilities:

  • Provide research and recommendations on Equities, ETFs and guided portfolios (construct and maintain the Greater China equities guided portfolio)
  • Work with equity team for key advisory initiatives such as the Conviction, Thematic and Tactical Equity/ ETFs List
  • Work closely with Private Bankers to provide investment advice, ideas and insights. Review portfolios and participate in client meetings
  • Support Premium Advisory Solutions with the equities guided portfolios
  • This could include sales, management and construction of the equity module in the discretionary and advisory portfolio platform, including contributing equity and ETFs recommendations
  • Contribute to RBCWM Global Insight publications (especially with respect to the Chinese economy, policy evolution and equity market) and daily publications containing market commentary and insights
  • Member of the Asian Investment Committee, providing analysis on Greater China especially Hong Kong and China equity markets and economies
  • Participate in the Global Portfolio Advisory Committee and provide updates on Greater China
  • Participate and present equity ideas in weekly sales meetings
  • Collaborate extensively with Global and Asian equity desks
  • Deal with ad-hoc requests or projects in areas such as investment research and RM and FA enquiries.


  • Minimum 5 years of experience, preferably in equity roles
  • In-depth knowledge of key equity listings especially in Greater China
  • Strong analytic capabilities to be able to digest volumes of research and information and extract interesting and thematic trends
  • Demonstrate thought leadership, shaping RBC’s view for both RMs and clients
  • Excellent communication and interpersonal skills
  • Self-starter who can work on project independently
  • Strong Excel, PowerPoint and Bloomberg skills are a must
  • Fluent in English, Mandarin and Cantonese.

Source: for more information click here.