匯傑人事顧問公司

Portfolio Management Trainee 15-30K (Full Time fresh graduates and experienced are welcome)

匯傑人事顧問公司
Posted on 19-Apr-21

Portfolio Management Trainee 15-30K (Full Time fresh graduates and experienced are welcome)

匯傑人事顧問公司

Job Highlights

  • Work Life Balance, Incentive Trips & 21 Days AL
  • 5 working days, WFH , medical protection
  • Basic Salary (up to 30K+ Bonus + Management fee )

Job Description

Job Highlights
  •  Build up relationship with high net worth asset clients

  •  Fund Management

  • Portfolio Management
  • Risk identification, management and control
  • Acquire Up-to-Date Financial Knowledge and New
    Perform other ad-hoc tasks as assigned
Job Description
Based on professional knowledge and ethics, in line with the company's purpose and philosophy, Customer Benefits Comes First . We will analyze from the most objective point of view based on the financial status and wealth management goals of the client, and bring the most suitable wealth management plan to the client.

Responsibilities:
  • To directly manage or to assist Head of Investments to manage investement portfolio(s).
  • Effective implementation of investment ideas across portfolios.
  • Ensure investment transactions adhere to risk management guidelines and regulatory requirements.
  • Ensure portfolio is consistently managed in accordance with appropriate strategies and guidelines defined in the investment mandate.
  • Conduct investment consultation and communicate research findings to investment teams on timely basis.

Benefits:

  • Comprehensive on-the-job training (product expertise, customer follow-up and management skills) 
  • Flexible working hours, Achieve work-life balance
  • Group medical insurance
  • Industry renewal rewards can be invited to participate in overseas travel and conferences for free
  • Annual Bonus

Additional Information

Qualification
Non-Degree Tertiary
Years of Experience
N/A
Job Type
Full Time, Permanent

Company Overview

Prominent Recruit

We, the leading employment agency that connects consultants with client facing opportunities by attracting seasoned professionals. 

我們為各大行業提供招聘一站式服務

Additional Company Information

Industry
Human Resources Management/Consultancy