Associate, Asset Management Sales

Gf-Holdings-; Hong Kong; On-site; HKD 600,000 - 1,200,000; Full time

Job summary

Gf-Holdings- in Hong Kong is seeking an experienced investment adviser with a Master’s degree in Finance or Economics and HK SFC licenses to support high-net-worth clients. The role involves assisting in setting up segregated portfolios, providing asset allocation and product recommendations, marketing treasury products to cross-border customers, and analyzing investment portfolios.

You will take, monitor and execute customers' orders and develop investment strategies for clients in a regulated

Qualifications

• Master degree or above in Finance or Economics.
• HKSFC Type 1, 7 and 8 licenses held or in process.

Responsibilities

• Assist in setting up segregated portfolios
• Provide customized asset allocation and product recommendations
• Analyze the investment portfolios
• Take, monitor and execute customers' orders
• Market treasury products to Cross Border customers
• Provide investment strategies for customers

Skills

Market treasury products

Investment advisory

Order execution

Asset allocation

Education

Master's degree in Finance or Economics

Tools

HKSFC licenses (Type 1, 7, 8)

Job description

• Master degree or above in Finance, Economics
• Assist in setting up segregated portfolios
• Market treasury products to Cross Boarder customers
• Take, monitor and execute customers' order
• To provide customized asset allocation and product recommendations
• To analyze the investment portfolios
• At least 8-10 years experience in investment advisory service
• Provide investment strategies for customers
• Holder of HKSFC type 1, 7, and 8 license