Associate, Global Asset Management Sales & Advisory

Gf-Holdings-; Hong Kong; Presencial; HKD 600.000 - 1.200.000; Jornada completa

Descripción de la vacante

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

Formación

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

Responsabilidades

• 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

Conocimientos

Market treasury products

Investment advisory

Order execution

Asset allocation

Educación

Master's degree in Finance or Economics

Herramientas

HKSFC licenses (Type 1, 7, 8)

Descripción del empleo

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