Investment Associate (Graduate Trainee)
Laichikok, Kowloon

Investment Associate (Graduate Trainee)

Company : Corporation / Salary : $Negotiable

What we are looking for :

  • Strong financial acumen and broad understanding of a range of products
  • Preferable University graduates in any discipline, high Diploma or above
  • Energetic, ambitious and able to identify new opportunities
  • Fluency in spoken and written Cantonese & English
  • Mandarin would be a distinct advantage
  • Fresh Graduate and Mainland China Graduate (IANG) are welcome
  • MUST have HKID / working visa
  • Key responsibilities :

  • Monitor clients' investment portfolios and conduct adjustments
  • Portfolio management, financial markets and compliance of securities trading
  • Perform in-depth research on trends / products, competitive analysis for Mainland China market
  • Develop business and establish long-term relationships through outstanding personalized services
  • Perform in-depth research on investment matrix, competitive analysis for global market
  • Provide comprehensive financial strategies to clients including wealth creation, risk management and retirement planning
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