Perform KYC, comply with account opening procedures and standards to Infinity and different financial institution platforms (private banks & brokerage firms)
Deal with daily administration, investment operation, trade execution support, etc
Review daily global capital market news, perform group research on multiple asset classes
Carry out identical investment analysis and generate investment strategies to mangers
Prepare investment proposal and quarterly client review report
Structure and support business plan and review
Outreach to business channels & parities, preform business development activities
Archive AUM KPI with designated asset management product under guidance & support
Qualifications:
Graduates from top universities, as well as candidates holding a master’s or doctoral degree
Strong client network and good interpersonal communication skills
Basic knowledge of cross-asset classes investment instruments
Excellent command of spoken English and Mandarin and written English and Chinese
Eligible to be SFC license Type 4 and 9 representatives preferred
3 years of financial working experience, with at least 1 years’ experience in private banking/investment banking/family office/asset management/premium banking are also encouraged to apply.
