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Investment Strategist

HARRIS FRASER GROUP

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-03-19
  • Career Level:Middle
  • Location:Central
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Others:Full Time, Permanent
  • Job Function:Financial Services  Business Development  Others  

Job Description

Job Duties

  • Produce investment reports and commentaries on market and investment trends
  • Work closely with relationship managers on investment strategies, portfolio construction and asset allocation
  • Assist to manage discretionary investment portfolios
  • Perform due diligence check on investment products and documentation
  • Maintain and increase company’s media exposure

Requirements

  • Degree in Finance, Statistics, Economics, Business or related disciplines
  • Holder of SFC license of Type 1, 4 and 9 regulated activities
  • At least 3 years of work experience in the investment field
  • Sound knowledge with proven track record in asset management
  • Knowledge in MS Office Applications, Bloomberg and Financial Express
  • Team player, energetic and strong analytical skills
  • Proficient in English, Cantonese and Mandarin
  • Strong knowledge in unit trusts/mutual funds/ETFs
  • Holder or candidate of CFA, CMT, CFP, FRM, CAIA or similar is an advantage

We offer an attractive basic salary plus good incentives and comprehensive fringe benefits including medical, dental and life insurance, professional training and support, etc. 

Interested parties, please send your full resume with expected salary by:

Clicking 'Apply Now'.

All Personal data collected will be used for recruitment purpose only.

Company Info

Harris Fraser Group is a wealth and investment management company assisting clients in Asia to protect and grow their wealth since 1990.

Being an important investment management arm and the major services distribution of the Mason Group, Harris Fraser is building a HNW client relationship team to feed into the Group's Wealth Management ecosystem by starting with a thorough knowledge of the client, coupling that with extensive research and providing relevant options to satisfy the clients' needs.  Harris Fraser's services include asset management, Private Banking account opening, corporate and trust services, investment savings plans, tax planning, life and general insurance, overseas property investment and MPF advisory.

Headquartered in Hong Kong over a couple of decades, Harris Fraser has expanded its professional coverage to China, Japan, Singapore, Taiwan and Korea.

www.harris-fraser.com

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