Investment Consultant
6 days ago
- Proficient with Excel, PowerPoint, and Bloomberg.
- At least 5 years of experience in banking investment products.
- Write research notes on companies under coverage.
- Work on company/sector-specific projects.
- Update monthly reports and marketing presentations.
- Stay abreast of industry trends and best practices.
- Experience in managing cross-functional teams.
- Focus on Chinese UHNW individuals and families.
- Develop and implement quantitative models.
- Highly ambitious and driven to be successful.
- A proven track record within wealth management.
- Act as the key global coordinator for the business.
- Cover certain existing relationships.
- Strong English drafting skills are a must.
- Ability to work as a team player.
- Excellent command of both written and spoken English.
- Temporary role for 9 months, renewable subject to approval.
- Experience in Securities Services business preferred.
- Banking experience preferred but not essential.
- Development of robust quoting and pricing infrastructure.
- Apply quantitative analysis effectively.
- A strong work ethic with high levels of motivation.
- Public speaking and network building experience.
- Hard worker, energetic, and empathetic.
- Well-organized and meticulous in details.
- Articulate investment ideas and judgments clearly.
- At least two sectors should be covered previously.
- Write research reports on companies under coverage.
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