Advisory Trainee (Investment Department)
Olivia Co.
- Company Industries:Financial Services
Job Information
- Post Date:2017-08-02
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time, Permanent
- Job Function:Investment Dealing & Trading Fund Management
Job Description
We are looking for Investment Services Professionals for various Team and Department
Principal responsibilities
- Assist formulating marketing plan, distribution strategy for the Bank/Fund House’s investment fund business.
- Assist senior managers to manage and implement portfolio strategy
- Assist developing investment Strategy, conduct idea generation, financial analysis, and assess a company’s strategic positioning while identifying inflection points in fundamentals. Track and closely follow company developments, including earnings reports, corporate actions, competitive dynamics and other events impacting portfolio holdings and potential investments.
- Conduct in-depth investment research; evaluate investment strategies and generate investment ideas.
- Assist in providing daily global commentary and advisory services.
Requirements
- University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
- Good knowledge of stock market
- Strong self-motivation, with the ability to work independently and under pressure
- Good communication, interpersonal and presentation skills
- Proficiency in both English and Chinese, fluency in Putonghua an advantage
- Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Company Info
Our client has a reputation for service excellence, prudence in managing the financial affairs of customers and proactive approach in developing new products and markets has become firmly established across the Hong Kong community. With its strong emphasis on achieving new heights of service excellence, being part of the team offers a great start to your career path in financial industry.
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