Advise management on investment portfolios,
with a focus on private equity and derivatives as a key growth area, providing additional income, capital efficiency and diversification, which drives superior risk-adjusted returns for stakeholders;
Manage the risks and returns of existing
investment portfolios and offer various investment strategies to our high net worth clients;
Design and manage the plan and process of fundraising;
Conduct investment portfolio review and
attend joint calls with vendors;
Develop and execute marketing programs
and promotional campaigns;
Take up ad hoc assignments as required.
Bachelor Degree with major in Finance/
Economics or related discipline;
Holder of SFC RA Type 1, 4, 9 license/CFA/
CPA/ FRM is advantage;
2 - 3 years of Client Relationship experience
with excellent knowledge on trade execution;
Resilient, initiative and customer-oriented
with good analytical skills;
Proficient in computer applications, such
as MS Office and Chinese Word Processing;
Good command in spoken and written English
& Chinese (Putonghua) a must.
Familiar with SFC and Hong Kong Listing Rules
Attractive remuneration package will be offered
to right candidate. Interested parties, please send your full CV with date of availability, present and expected salary to us.
Personal data provided by applicants are collected
for recruitment purpose only and will be treated in strict confidence.