Position: Senior Investment Associate - Asset Management

Responsibilities

• Provide all-rounded and professional asset management solutions to clients including asset allocation, investment planning, fund trading and management 
• Match client’s needs and market assessment in order to make economic forecast for global market
• Prepare review report, presentation and any other related documents to update client’s portfolio
• Provide consultant services to clients by researching and analyzing financial market in achieving their goals
• Maintain long-term and harmonious relationship with clients by providing professional and comprehensive financial services
• Collect clients’ financial information, prepare proposal, and liaise contract with clients in order to meet their needs

Requirements

• Degree holder majoring in Accounting, Business Management and Finance or related discipline;
• Minimum 3-5 years of relevant working experience
• Excellent knowledge in fund’s rules and regulations in common judications;
• Competence in the required investment/operational procedures in asset management business;
• Self-motivated, possessing initiative and ability to work independent;

Benefit

• Excellent, well-structured and comprehensive in-house training programs which lead by our experienced and well recognized mentors
• Generous and lucrative bonus (A monthly allowance plus attractive commission)
• Overseas trips & conventions plus excellent career path

• Excellent career path to management level
• Professional training are provided

All application will be treated in strict confidential and personal data collected will be used for recruitment purposes only.