Assistant Vice President, Portfolio Specialist (Mutual Funds)
SUN HUNG KAI FINANCIAL LIMITED
- Company Industries：Others
Job Information
- Post Date：2017-03-24
- Career Level：Middle
- Location：Not Specified
- Salary：Salary negotiable
- Employment Type：Full Time, Permanent
- Job Function：Analyst Retail Banking Fund Management
Job Description
Ref: AVPPS/PDR/240317DB/58
Responsibilities
-
Assist sales teams on investment portfolio allocation and manage internal mutual funds model portfolio
- Produce high-quality and concise analyses and commentaries with focus on mutual funds and wealth management products
-
Work closely with investment product teams to provide effective and timely investment sales tools to boost business
-
Prepare presentation materials for internal and external seminars, press conferences and media interviews
-
Handle enquiries from sales teams
Requirements
-
Degree holder in Economics, Accounting, Finance or related discipline
-
4 - 6 years’ relevant research experience in financial services industry, prior experience in frontline sales of investment products preferred
-
Holder of SFC licence for Type 4 regulated activity
-
Sound knowledge of investment products, mainly Mutual Funds, Structured Products and Bonds
-
Knowledge of macroeconomics and financial markets, preferably in mutual funds
-
Analytical, proactive and able to meet tight deadlines
-
Proficiency in MS Office applications
-
Good command of both written and spoken English and Chinese. Fluency in Putonghua an advantage
We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries by clicking "Apply Now". Please quote reference number when submitting your job application. You can also visit the page of "Careers" at our company website at http://www.shkf.com/ for more information about our career opportunities.
We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.
Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.
Company Info
At Sun Hung Kai Financial, we serve with professional integrity. More than a claim, this describes the way we do business. We are committed to being a world-class financial services provider and delivering superior solutions to our clients. Our people act effectively in the global investment landscape to make this possible. Renowned as one of the leading financial institutions in Hong Kong, Sun Hung Kai Financial Limited (“SHKFL”) has been established with a solid foundation and history of excellence since 1969. Through its two core businesses, Wealth Management and Brokerage, and Capital Markets, the company has an extensive network of branches and offices in Hong Kong, Macau and Mainland China, which offer customised wealth management and investment solutions for retail, corporate and institutional clients. Backed by Shanghai-listed Everbright Securities Company Limited (SSE: 601788) and Hong Kong-listed Sun Hung Kai & Co. Limited (SEHK: 86), we have the pedigree to deliver a steady return on equity, while remaining profitable.
Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career:
| Position | Company | Location | Update |
|---|