INVESTMENT ADVISORY, EQUITIES
Our client is an international private bank with an unparalleled reputation across the Asia Pacific region.
To ensure that Private Bank clients receive timely investment advice and services. Perform as a generalist in Capital Markets (equities, fixed income, foreign exchange) investment, but with a particular focus on Equities. Perform investment research on single equities. Conduct investment analysis at the stock and equity portfolio levels, including assisting with account and portfolio reviews and preparing new investment proposals. Prepare daily and weekly investment related materials including client ready materials, investment reports and recommendations. Attend meetings with clients and prospects to conduct portfolio reviews, explain investment strategy and product updates. Prepare and present in-house communication in relation to equities and relevant products. Assist with the maintenance and update of model portfolios on the Bloomberg system. Assist with preparing investment strategy, and news alerts and updates. Contribute to new asset and new client acquisition.
To be considered, you will be a degree holder with around 5 to 15 years of experience in an advisory role, preferably within Private Banking. Excellent knowledge of financial markets (preferably prior experience in global/Asian equities, but fixed income foreign exchange experience preferred). Excellent English communication and interpersonal skill. Fluent English and Chinese (preferably Cantonese). Strong PC skills - MS Words, Excel and PowerPoint. Highly motivated. Ability to work independently and strong team player.
Interested applicants should send a detailed resume to Kelly Kam by email to kkam@ric.com.hk or by fax to (852) 2838 3323 quoting reference eFC2128.
(Applicants not contacted within 4 weeks should consider their application unsuccessful.)
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