At Sun Hung Kai Financial, we serve with professional integrity. More than a claim, this describes the way we do business. We are committed to being a world-class financial services provider and delivering superior solutions to our clients. Our people act effectively in the global investment landscape...

At Sun Hung Kai Financial, we serve with professional integrity. More than a claim, this describes the way we do business. We are committed to being a world-class financial services provider and delivering superior solutions to our clients. Our people act effectively in the global investment landscape to make this possible. Renowned as one of the leading financial institutions in Hong Kong, Sun Hung Kai Financial Limited (“SHKFL") has been established with a solid foundation and history of excellence since 1969. Through its two core businesses, Wealth Management and Brokerage, and Capital Markets, the company has an extensive network of branches and offices in Hong Kong, Macau and Mainland China, which offer customised wealth management and investment solutions for retail, corporate and institutional clients. Backed by Shanghai-listed Everbright Securities Company Limited (SSE: 601788) and Hong Kong-listed Sun Hung Kai & Co. Limited (SEHK: 86), we have the pedigree to deliver a steady return on equity, while remaining profitable.

Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career:

Portfolio Specialist (Mutual Funds)

Job level Middle
Work exp 4 Years To 6 Years
Education Bachelor Degree
Skill Strong analytical skills and business-driven
Language Chinese - Cantonese, Chinese - Mandarin, English
Location Causeway Bay
Employment type
Benefits 5-day week, Competitive pay, Discretionary bonus, Insurance plan, MPF
Industry Financial Services
Job function Banking / Finance > Fund Management
Banking / Finance > Account / Relationship Management
Banking / Finance > Research / Analysis
Published On 23/09/2016
ref. AVPPS/PD&R/230916CP/58

Responsibilities

  • Produce high-quality and concise analyses and commentaries with focus on mutual funds and wealth management products
  • Assist sales teams on investment portfolio allocation and manage internal mutual funds model portfolio
  • Work closely with investment product teams to provide effective and timely investment sales tools to boost business
  • Prepare presentation materials for internal and external seminars, press conferences and media interviews
  • Handle enquiries from sales teams

 Requirements

  • Degree holder in Economics, Accounting, Finance or related discipline
  • 4 - 6 years’ relevant research experience in financial services industry, prior experience in frontline sales of investment products preferred
  • Holder of SFC licence for Type 4 regulated activity
  • Sound knowledge of investment products, mainly Mutual Funds, Structured Products and Bonds
  • Knowledge of macroeconomics and financial markets, preferably in mutual funds
  • Analytical, proactive and able to meet tight deadlines
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese. Fluency in Putonghua an advantage

 

We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries to Human Resources Department via email to hr@shkf.com (Please quote reference number when submitting your job application).

 

For more information about our company, please visit www.shkf.com.

 

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. We do not assume any risks of disclosure of personal information prior to receipt of applications.

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 hr@shkf.com.