Senior Associate, Product Development & Retail Research (Portfolio Advisor)

China Everbright Securities International Company Limited; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Benefits offered by this job

Five-day work week

Marriage Leave

Study and Examination Leave

Compassionate Leave

Festival Eve Early Release

Dental insurance

Life insurance

Medical insurance

Discretionary bonus

Training / examination Sponsorship

Dress Casual Fridays

Job summary

Everbright Securities International is seeking an experienced associate to support senior advisors in constructing tailored multi-asset portfolios. You will apply asset allocation models and align investment profiles with risk-return objectives, while monitoring performance against a defined KPI framework.

You will support client reporting, proposals and sustainability-focused analyses, ensuring accurate data in internal systems and seamless collaboration with the advisory team.

Qualifications

• Degree holder with Finance, Economics or related disciplines.
• Holder of SFC licence for type 1 and 4 activities, CFP / CFA holder is a plus.
• 3 years or above with related experience in financial sector.

Responsibilities

• Assist senior advisors in constructing tailored, multi-asset client portfolios by applying structural asset allocation models and matching investment profiles to specific risk-return objectives.
• Monitor daily portfolio performance and track drawdown and consumption rates as a core KPI to ensure asset liquidation velocities align with long-term sustainability goals.
• Analyze client distribution schedules and cash flow requirements, flagging potential capital depletion risks and preparing strategic rebalancing or adjusting recommendations.
• Prepare comprehensive portfolio review materials, investment proposals and specialized payout sustainability reports for senior advisors and client meetings.
• Maintain accurate internal databases, ensuring client profiles, risk tolerances, withdrawal restrictions, and consumption metrics are strictly up to date.

Skills

Client communication

Financial analysis

Portfolio monitoring

Portfolio rebalancing

MS Office

AI tools

Education

Finance/Economics degree

SFC Type 1 & 4 licence

CFP/CFA

Tools

MS Office

AI tools

Job description

Assist senior advisors in constructing tailored, multi-asset client portfolios by applying structural asset allocation models and matching investment profiles to specific risk-return objectives

Monitor daily portfolio performance and track drawdown and consumption rates as a core KPI to ensure asset liquidation velocities align with long-term sustainability goals

Analyze client distribution schedules and cash flow requirements, flagging potential capital depletion risks and preparing strategic rebalancing or adjusting recommendations

Prepare comprehensive portfolio review materials, investment proposals and specialized payout sustainability reports for senior advisors and client meetings

Maintain accurate internal databases, ensuring client profiles, risk tolerances, withdrawal restrictions, and consumption metrics are strictly up to date

Requirements

Degree holder with Finance, Economics or related disciplines

Holder of SFC licence for type 1 and 4 activities, CFP / CFA holder is a plus

3 years or above with related experience in financial sector

Proficiency in MS Office (Word, Excel, PowerPoint) with proven experience leveraging AI tools and workflows to optimize productivity and analytical processes

Good interpersonal skills, communication and writing skills in English and Chinese, fluency in Putonghua is an advantage

A self-starter and a good team player, mature and able to work under pressure

Candidate with more experience will be considered as ‘Assistant Vice President’

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.

Company Overview

At Everbright Securities International, we serve with professional integrity. More than a claim, this describes the way we do business. As an international business platform of Everbright Securities Company Limited (SSE: 601788, HKEX: 6178), our Company is engaged in five key businesses: Wealth Management, Corporate Finance & Capital Markets, Institutional Business, Asset Management, and Investment & Financing, serving individuals, corporations and institutions in Hong Kong, Macau and Mainland China.

Operating under the “Everbright Securities International” brand and business brand “EBSI Wealth”, complemented with service brands namely “EBSI Private”, “EBSI Direct” and “EBSI Forex”, our Company is a full‑fledged financial platform providing excellent global financial products and services.

Our all‑rounded product and service suite, and our solid track record of delivering a steady return on equity while being committed to staff development, present enormous prospects for talents.

For more information aboutChina Everbright Securities International Company Limited, please visitwww.ebshk.com.

• Five-day work week
• Marriage Leave
• Study and Examination Leave
• Compassionate Leave
• Festival Eve Early Release Arrangement

• Dental insurance
• Life insurance
• Medical insurance

• Discretionary bonus
• Training / examination Sponsorship

Unlock job insights

Hirer responsiveness Salary match Number of applicants

Your application will include the following questions:

• What's your expected monthly basic salary?
• Which of the following statements best describes your right to work in Hong Kong?

Everbright Securities International* (“EBSI”) is a leading financial services institution serving individuals, corporations and institutions in the region for over 55 years. As an international business platform of Everbright Securities Company Limited (“Everbright Securities”, SSE: 601788, HKEX: 6178), EBSI’s business encompasses five key areas: Wealth Management, Corporate Finance & Capital Markets, Institutional Business, Asset Management, and Investment & Financing.

EBSI operates under the “Everbright Securities International” brand and the business brand “EBSI Wealth”, along with the service brands “EBSI Private”, “EBSI Direct” and “EBSI Forex”.

Everbright Securities International* (“EBSI”) is a leading financial services institution serving individuals, corporations and institutions in the region for over 55 years. As an international business platform of Everbright Securities Company Limited (“Everbright Securities”, SSE: 601788, HKEX: 6178), EBSI’s business encompasses five key areas: Wealth Management, Corporate Finance & Capital Markets, Institutional Business, Asset Management, and Investment & Financing.

EBSI operates under the “Everbright Securities International” brand and the business brand “EBSI Wealth”, along with the service brands “EBSI Private”, “EBSI Direct” and “EBSI Forex”.

Perks and benefits

• Working Hour / Leave
• Medical / Staff Benefits
• Discretionary bonus / Training Sponsorship
• Dress Casual Fridays

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