Analyst/Associate, Investment Advisory - Wealth Management
Your new company
Our client has a full fledged investment platform that offers a wide spectrum of products and services to private wealth clients in addition to institutional clients.
Your new role
You will be working closely with Relationship Managers in creating and developing tailors investment plans for wealth management and institutional clients. You will be performing in-depth investment research, evaluating investment strategies and generating investment ideas.
What you'll need to succeed
You will need to have at least 3 years of relevant experience. You will need to have an understanding of the different investment products offered within a bank and how to create investment strategies using multi asset. You will need to be Type 1 licensed or passed HKSI Paper 1,7,8. CFA charter is highly advantageous.
What you'll get in return
This is a great opportunity for you to expand your product knowledge within the team. Having exposure to all asset classes including alternative investments will be highly beneficial if multi asset is the route you will like to take.
What you need to do now
If you have relevant skills for this role and would like to find out more, please send your updated resume and salary information to email@example.com or contact Jonathan Shiu for a confidential discussion on +852 2521 1474.