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Responsibilities

Support Relationship Manager in performing various client transactions and delivering high quality customer services to high-net-worth clients
Act as the assistant of Relationship Manager by providing support in the areas of client relationship management, account opening, processing client transaction orders and post-sales follow-up, providing clerical and back-office support
Handle incoming calls and respond to client enquiries on behalf of the Relationship Manager as required
Visit clients as required, follow up with clients on trade instructions and filing of paperwork to develop relationships with clients
Assist the Relationship Manager with client portfolio analysis and regular review of investment management reports

Requirements

College degree or above, must have SFC 4,9 licensed representative qualification
At least 3 years’ experience in banking and customer service (Experience in handling customer transaction orders is a must)
Familiar with investment products, banking operations and procedures is definitely an advantage
Pleasant and outgoing personality with good interpersonal and communication skills
Good verbal and written communication skills in English and Chinese

Responsibilities:

Conduct research and analysis on U.S. listed stocks to identify and recommend potential stock investment ideas, by focusing on companies that are leaders, enablers or beneficiaries of disruptive innovation, such as electric & new energy vehicles, artificial intelligence, big data, semiconductor, and energy storage, etc.
Closely monitor the macro-economic situations and industry trends for covered sectors/companies; prepare industry reports, company updates, and investment memos.
Participate in earnings calls and investor conferences; formulate earnings forecast and valuation judgement for targeted companies.
Select external fund managers and monitor their performance and investment philosophy; then provide investment ideas to PM and Senior Management.
Assist in portfolio management and other various thematic research.

Requirements:

At least 4 years solid experiences in equity research and/or portfolio management, ideally covering stocks in high-tech and innovation sectors; candidates with experience with top investment banks or asset management firms are preferred.
Innovative mindset, logical thinking, with strong team spirit, excellent communication and coordination skills.
Good knowledge of finance and data analysis ability, familiar with Bloomberg and other related financial platforms.
Economics, finance, financial engineering or computer sciences and other related background.
Fluent in English and Mandarin, both written and verbal.

Job Highlights: