Responsibilities
- Support investment director in helping relationship managers on new client acquisition, relationship deepening, and strengthening of existing clienteles through advising on tailored investment solutions.
- Assist the development of investment planning, asset allocation, and proposal preparation.
- Support investment portfolio reviews, monitoring, rebalancing, and trading.
- Generate investment idea and conduct research.
- Handle client related tasks and requests.
- Perform any ad hoc duties as assigned.
- Build excellent working relationships with other group business lines.
- Ensure compliance with all relevant internal instructions and external regulatory requirements in daily operation.
We provide attractive remuneration package and prosperous career development to the right candidate.
Please send your application and expected salary to
[email protected].
Qualifications
- Degree holder in Business Administration, Economics, Finance or related discipline, CFA certificate preferable, but not required
- Experience (minimum 3 years for Associate and 1 year for Analyst) within Private Bank, Wealth Management, or related discipline in financial services
- Superior time management, organizational, and multi-tasking abilities
- Able to complete works independently as well as through team collaboration
- Mature, responsible, independent, and self-initiated
- Fluency in English and Cantonese, Mandarin is a plus
- Proficiency with Microsoft Office Suite
- Location: Hong Kong
We provide attractive remuneration package and prosperous career development to the right candidate.
Please send your application and expected salary to
[email protected].