Portfolio Manager (SFC Type 4, 9)
Forwin Financial Group (Hong Kong) Limited
- Company Industries:Financial Services
Job Information
- Post Date:2018-04-10
- Career Level:Middle
- Location:Not Specified
- Salary:Salary provided
- Employment Type:Full Time
- Job Function:Analyst Investment Equities / Capital Markets
Job Description
Job Responsibilities
- Implement and manage investment portfolios
- Analysis on the portfolio’s risk exposure and write related reports
- Assist in setting up and managing investment funds
- Participate on the investment projects research
- Construct investment portfolios and conduct regular reviews to ensure that specific investment strategies are implemented appropriately and that client needs / objectives are met satisfactorily
- Assess risk profiles and investment objectives of clients, and accordingly provide them with investment advisory / portfolio management services appropriate to their needs
- Participate in marketing, fund raising, client servicing activities and business strategy development
- Assist in fund investment plan and implementation plan, including all kinds of risk management
- Cooperate with the company sales to meet clients according to the company’s marketing plan
Job Requirement
- Bachelor Degree or above in Finance or related disciplines
- CFA charter holder preferred
- Minimum of 5 years' experience in portfolio/fund management, including portfolio construction. HK/China stocks coverage. Keep abreast of major major capital markets and different asset classes
- Good interpersonal and communication skills
- Strong self-motivation, with the ability to work independently and under pressure
- Proficiency in spoken and written English, Chinese and Mandarin
Attractive remuneration package will be offered to the suitable candidates. Interested parties please send your full resume with current and expected salary (must) by clicking "Apply Now".
All personal data collected will be used for recruitment purpose only.
Company Info
Forwin Financial Group (Hong Kong) Limited is
a Hong Kong based financial intermediary, linking the financial markets in the Mainland and Overseas. The Group is committed to working with a number of internationally renowned financial companies to provide asset management, securities trading, futures trading
and fund for all types of enterprises and high net worth clients.
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