Main Responsibilities: Remain current on market developments and geopolitical events to help frame investment and customer education strategies Prepare regular research reports and ad-hoe news and strategy updates in both written and visual formats (including investment videos)Assessing the performance and developing performance reports and presenting findings on stocks, bonds, commodities, and other investment vehicles, as well as monitoring market trends, and providing data-driven insights that guide investment decisions Training- conduct frontline trainings on product and market knowledge Portfolio Strategy & Management- monitor and actively provide portfolio strategy and solutions to clients holding in our bank through internal and external publications Conduct internal and external investment seminar to enhance the professional image of Wealth Management Ensure compliance with all applicable regulatory requirements and bank policies in distribution of the presentation materials Requirement: University degree holders.
Bachelor's degree in Finance, Economics, Business Administration, or a related field will be an advantage Licensed by SFC for regulated activities, Type 1 and Type 4 Minimum 2 years relevant experience in Investment Research.
Experience in investment analysis, financial analysis, financial modelling will be an advantage Strong knowledge in investment knowledge and products Strong analytical and project management skills, able to multitask and meet tight deadlines Creative and strongly motivated by achieving quality results, with high level of initiative & energy Ability to work independently and within a team in a fast-paced environment Good interpersonal and communication skills in written and spoken Chinese (Cantonese and Putonghua) and English to clearly present investment research and financial insights to stakeholders Strong PC skills with high proficiency in financial software, databases, and tools such as Bloomberg.
Morning Star Direct, Microsoft Office applications A proactive approach to learning and adapting to market changes Please specify your current and expected package in your application for reference.
Applicants who are not contacted within 8 weeks may consider their applications unsuccessful and their personal data will be retained by the bank for a period up to two years.
