Investment Specialist - Retail Banking
Zebra Strategic Outsource Solution Ltd
- Company Industries：Human Resources Management/Consultancy
Job Information
- Post Date：2017-07-31
- Career Level：Middle
- Location：Not Specified
- Salary：Salary provided
- Employment Type：Full Time
- Job Function：Analyst Investment Retail Banking
Job Description
- Give advice on portfolio issues and meet clients on a regular basis.
- Recommend tailor-made, individually-optimized, investment portfolio for clients
- Monitor and oversee portfolio quality
- Monitor portfolio performance of the business as a whole
- Provide training to internal staff on portfolio-related matters
- Give regular presentation to clients
Qualifications
- University graduate in Finance or related discipline, preferably a CFA holder
- Five years of relevant experience working as portfolio counselor, fund manager, financial advisor, etc.
- Strong communication and interpersonal skills
- Strong analytical skill
- Good knowledge of investment products
- Knowledge of portfolio-optimizing software
- Excellent command in English and Cantonese
- Conversant in Mandarin is a plus
Company Info
ZEBRA™ Strategic Holdings Limited is a performance-based holistic Human Capital Solutions provider that services Corporate Clients across Asia Pacific region.
With more than a decade of solid experience, ZEBRA™ successfully listed on the GEM board of the Hong Kong Stock Exchange in the year of 2013.
Our client, a leading institution is currently seeking for a high-caliber candidate to join their team.
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