Published on www.allthetopbananas.com 31 Jan 2025
Accounting Team Head - Wealthy Family Office G00297
Responsibilities: Be responsible for setting up the portfolio and developing strategy; Be responsible for portfolio management and daily follow-up with clients; Participate in developing the marketing & promotion materials for asset management products and strategies; Be involved in marketing and client sales. Requirements: Bachelor Degree or above, majored in Finance, Accounting, Economics, Mathematics; At least 3 years’ relevant experience in asset management, global market investment, or investment banking; Preferred with CFA, FRM, CPA or ACCA; Candidate with solid experience in private equity, public fund, designated clients’ product, fixed income or related products is preferred; Be able to conduct research and analysis on investments; Work & communicate effectively with third parties and clients (verbally or written); Be able to conduct effective analysis on emergencies or unexpected events and take immediate actions; With a strong sense of risk management; With team spirit and collaboration; Be capable in verbal and written communication; With high work efficiency & independence; Be proficient in Mandarin, Cantonese, and English. Candidate with more experience will be considered as Analyst.
#J-18808-Ljbffr
Responsibilities: Be responsible for setting up the portfolio and developing strategy; Be responsible for portfolio management and daily follow-up with clients; Participate in developing the marketing & promotion materials for asset management products and strategies; Be involved in marketing and client sales. Requirements: Bachelor Degree or above, majored in Finance, Accounting, Economics, Mathematics; At least 3 years’ relevant experience in asset management, global market investment, or investment banking; Preferred with CFA, FRM, CPA or ACCA; Candidate with solid experience in private equity, public fund, designated clients’ product, fixed income or related products is preferred; Be able to conduct research and analysis on investments; Work & communicate effectively with third parties and clients (verbally or written); Be able to conduct effective analysis on emergencies or unexpected events and take immediate actions; With a strong sense of risk management; With team spirit and collaboration; Be capable in verbal and written communication; With high work efficiency & independence; Be proficient in Mandarin, Cantonese, and English. Candidate with more experience will be considered as Analyst.
#J-18808-Ljbffr
View all