Job Description
The job duties associated with this role may be expected to include but not limited to:
• Providing comprehensive product coverage, including asset allocation and investment horizon to ultra high net wealth clients.
• Execute buy / sell orders from the sales team and/or from clients;
• Monitor securities selection, portfolio performance and conduct portfolio review for ultra high net worth clients;
• Provide daily investment update, trading and funding services for ultra high net worth clients;
• Assist the sales team by providing latest market developments and deal details both internally and externally;
• Perform ac-hoc research on sector and/or companies.
Knowledge
• Passion in Finance sector and good knowledge in financial service industry.
Skills and Abilities
• Strong self-motivation and a good team player;
• Strong communication skill and good business sense;
• Able to work under pressure in a multi-project and fast pace environment;
• Strong language skills; fluency in English, Cantonese and Mandarin.
Qualifications
• Degree holder , preferably in Business, Finance related disciplines;
• 1-2 years related experience in financial industry is preferred.
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