Portfolio Manager

Job level Middle
Work exp 2 Years To 3 Years
Education Diploma / Certificate
Language Chinese - Cantonese, Chinese - Mandarin, English
Location Quarry Bay
Employment type Permanent
Benefits 5-day week, Competitive pay, Discretionary bonus, Flexible working hours, Guaranteed bonus, Medical plan, Performance bonus, Year-end bonus
Industry Financial Services
Job function Banking / Finance > Private Banking / Wealth Management
Banking / Finance > Risk Management
Accounting > Others
Published On 07/05/2017

Job Description

  • Supervise a team in routine operation
  • Expand and grow premier client profile
  • Design investment portfolio for new clients
  • Manage exhibitions and customer events

Requirements

  • Hold a relevant Diploma or Bachelors degree in Finance, Economics, Business or similar
  • Knowledge on computer software and applications
  • 2-3 years experience in banking, accounting or finance field. Less experience would be consider as Assistant Portfolio Manager
  • Good attitude, self driven, quick learner, sales mentality
  • Fluency in English, Cantonese and Mandarin (written and spoken) is mandatory
  • Immediately available candidate are preferred
  • Oversea university graduates or IANG (非本地毕业生留港就业计划) will also be considered

We Offer

  • Attractive remuneration package (guaranteed basic income 35K to 50K plus discretionary bonus)
  • Excellent opportunity to work with HNW clients
  • Comprehensive on-work training
  • Subsidized program for CFP, Chartered FLMI, RFP
  • Work life balance!

Interested parties, please send your resume to Ms H.C. Wong via hc@waldronprivate.com