
Investment Adviser / Dealer
- Tsim Sha Tsui, Hong Kong
- Permanent
- Full-time
- Handle daily trade execution
- Participate in client’s meeting with Relationship Managers to provide investment advisory
- Prepare and update market information to team and clients
- Monitor client’s & prospects portfolios for performance, appropriateness and opportunities and provide suggestions
- IA/Dealing business management such as internal control, update post-trade report etc.
- Other tasks assigned.
- University degree in Finance, Economics or Business related disciplines
- At least 5 years investment advisory or investment related experience
- Knowledge of investment products with experience in mutual funds and alternative products.
- Familiar with up-to-date authorities requirements
- Qualified individual to carry out regulated activities (Type 1, 4 & 9)
- Fluent in both spoken and written English and Mandarin
- Proficient in private banking system/software
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