•Support Senior Investment Consultant in providing comprehensive services to Account Managers and clients, including investment proposal preparation, product selection, market commentary, etc

•Consolidate client statements from various Private Banks, and compile monthly P&L statement considering fund inflows and outflows

• Prepare mutual fund and hedge fund materials for advising purpose

Requirements:

•Bachelor's Degree or above

•1-2 years wealth management experience as Investment Consultant or private banking experience as Assistant Relationship Manager,fresh graduates with strong interest in wealth management are welcome

•Fluent language skills in Mandarin

•Team player, with keen to details

•Please state current and expected salary in your application

•Investment Advisory: Prepare and communicate financial market outlook and product ideas to front line colleagues through research reports and seminars.

•Product Solution: Propose multi-asset product solutions to solve investment needs from end-clients.

•Report Writing: Prepare research reports to analyze major development in financial markets and recommend investment strategies.

•Asset Allocation: Implement tactical asset allocation process and formulate Model Portfolio with recommended investment vehicles.

•1-3 years' experience of top down, fundamental investment strategy formation.

•Experience of using investment products (e.g. funds, ETFs, stocks, bonds, structured products) to implement tactical asset allocation views.

•A deep understanding of key macroeconomic variables and their implications for investment strategy formation.

•Strong presentation and Chinese report-writing skills. Fluency in Mandarin.

•Good team player with strong coordination skills to work with colleagues from various cultural background.

•Provide prompt, accurate and high-quality service to clients, mainly for institutional clients, mainly for structure products and other derivatives;

• Perform client onboarding process and new account opening;

•Coordinate with internal departments, and external parties when necessary;

• Assist in ad-hoc projects as assigned.

•University graduate, preferably in business or related disciplines;

•SFC type 1 license holder;

•Preferably with 2-5 years of working experience in the HK securities industry, especially in customer service; 

•Good command in written and spoken English, Mandarin and Cantonese;

• A good team player with excellent interpersonal skill and proactive attitude;

• Detail-minded, well-organized with a strong sense of responsibility;

•Proficient in MS Word, Excel, PowerPoint, and Chinese Word Processing.

•Immediate available is preferred.

•Participate in all stages of the software development life cycle, including requirements gathering, design, development, testing, deployment, and maintenance.

•Translate business requirements into functional software solutions that align with the company's strategic direction.

•Develop and execute test cases to ensure the quality and reliability of the software.

•Thrive in a fast-paced work environment, demonstrating the ability to work independently with minimal supervision.

•Communicate effectively to gather and clarify requirements as necessary.

•Provide 2nd-level support for production issues.

•Bachelor' s degree in Computer Science, Information Technology, or a related discipline.

•Solid working experience of 3-4 years in Java or other object-oriented programming languages.

•Strong problem-solving skills and excellent time management abilities.

•Proficiency in development tools such as Git, IntelliJ, CICD tool, and shell script.

•Familiarity with Spring Boot, MySQL, Kafka, Redis, Junit, and Mockito.

•Knowledge of modern web frameworks for front-end development is a plus.

• Knowledge of microservices architecture and experience with AWS-managed services.

•Demonstrated ability to quickly learn new technologies and a strong desire for continuous learning.

•Fluent in spoken and written English and Chinese, including Mandarin.

•Familiarity with the Fintech industry is a definite advantage.

•Perform trade execution with a high degree of accuracy and efficiency in equities, derivatives, FX and structured products;

•To check and monitor clients’ position and limits to ensure sufficient cashflow, holdings and no overtrading;

•Monitor and ensure clients' trading activities are always carried out in compliance with internal policies/guidelines and regulatory requirements;

•Managing/handling of orders during system downtimes. Identify and rectify performance bottlenecks;

•Liaise with Front Office, Account Managers to resolve clients’ queries.

•Generate trading and client reports;

•Co-operate with daytime traders;

•Working hours: 3pm until midnight

•Bachelor’s degree or above, finance or related major preferred;

•Familiar with trading equities, derivatives, FX, and structured products;

•Able to work under pressure;

•Mature, detail-oriented, self-motivated, committed team player;

•Strong Organizational and customer service skills;

•Good analytical and logical mindset, multi-tasking, and communication skills;

•Proficiency in both spoken and written English and Chinese, Putonghua is a must;

•Having experience in Private Banking and External Asset Manager is a plus;

•Proficiency in MS Office, VBA, and good knowledge in using Bloomberg is an advantage;

•Eligible for SFC Type 4, 9 License is preferable;

•Immediately available preferred.

• Responsible for validating and settling trade flows, working closely with the front office and operational support teams to ensure accurate trading activities are booked in our internal system. 

• Support trade flow for Delta One and Exotic, flow products under EQD business 

• Collaborate with clients and custodians to promptly resolve any breaks or discrepancies, ensuring timely resolution and meeting daily deliverables 

• Process corporate actions, post-trade events, and trade lifecycles, providing expert advice to the front office to ensure downstream reports are accurate. 

• Respond to queries from both internal and external counterparties, providing necessary supporting documents and information 

• Participate projects as needed to facilitate IT development or process changes, ensuring adherence to project management and lifecycle standards 

• Basic understanding of Equities and Structured Derivatives products in both exchange and OTC world, product lifecycles and settlement 

• Ability to work well under pressure in a fast paced environment, able to manage front office expectation in meeting their request 

• Strong organizational, communication and prioritization skills 

We are currently looking for an intern / Management Trainee to join our team. This is an excellent opportunity for students who have strong interest in capital markets to gain working experience in a fast-growing company. Successful candidates will be working closely with our IC Team in Hong Kong, assisting the team with duties including but not limited to:

• Compose investment related video;

• Prepare daily commentary, covering macroeconomics, FX, equity and bond markets;

• Summarize investment banking reports of various asset classes, highlight main themes and key investment ideas of the reports;

• Attend investment seminar and prepare key takeaways of the conference.

• Postgraduate degree with solid finance / investment knowledge;

• Experience in composing short video; 

• Should be available for the internship of at least 3 months, preferred up to 6 months; 

• Capable to work 4-5 days a week;

• Good performer will be retained for permanent position;

• Mature, detail-oriented, self-motivated, committed team player; 

• Good analytical and logic mindset, multi-tasking and communication skills; 

• Native Mandarin speaking with good English skills.

• Assist in daily financial operations and processes, such as accounting processing, invoice management, and expense record keeping.

• Support the preparation and analysis of financial reports, including monthly financial statements and forecast reports.

• Assist in budgeting, helping to collect and organize relevant data.

• Assist the finance team in expense analysis.

• Assist in financial risk management and compliance reviews to ensure adherence to relevant laws and regulations.

• Assist in organizing, archiving, and filing financial documents, ensuring accuracy and completeness, and classifying and storing them according to prescribed procedures.

• Assist in managing the electronic document system to ensure document security and ease of access.

• Assist in document cleaning and archive management to ensure orderly and tidy files.

• Bachelor's or master's degree in finance, accounting, finance, or a related field (currently enrolled or graduating soon)

• Strong foundation in finance and accounting knowledge, familiar with financial statements and financial analysis methods.

• Strong data analysis and problem-solving skills, capable of handling and interpreting complex financial data.

• Proficient in using Office and financial software (such as Excel, Kingdee, etc.) for data processing and analysis.

• Strong organizational skills and attention to detail, capable of accurately handling and organizing files.

• Strong teamwork and time management skills.

• Strong interest and enthusiasm for the finance industry and field.

• Good English communication and writing skills, capable of understanding and drafting financial documents and reports.