Financial Analyst (Private Wealth Management)

TL;DR

Financial Analyst (Private Wealth Management): Supporting and implementing wealth management strategies for high net worth clients in the Greater China market with an accent on portfolio rebalancing, risk analysis, and investment research. Focus on executing client orders across asset classes and developing comprehensive marketing presentations for equity, fixed income, and alternative investments.

Location: Hong Kong

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Support and implement wealth management strategies for PWM clients within the Greater China market.
• Analyze risk and return characteristics and assist in the rebalancing of client portfolios.
• Execute client orders and subscriptions across various asset classes.
• Develop and prepare marketing presentations for prospects and clients covering equity, fixed income, FX, and alternative investments.
• Research internal and external investment vehicles and trading ideas.
• Collaborate with product groups within and outside the Investment Management Division to address client needs.

Requirements

• Ability to work in a fast-paced environment and think clearly under pressure.
• Strong interest in financial markets combined with good investment sense and commercial instinct.
• Excellent interpersonal, leadership, and communication skills.
• Strong analytical and organizational skills.

Nice to have

• Ability to speak Mandarin and Cantonese.
• Knowledge of Microsoft Office software (Excel, Word, Outlook).
• HK SFC paper 1 (must be obtained within the first six months of employment).
• Entrepreneurial mindset and creative thinking.

Culture & Benefits

• Commitment to fostering diversity and inclusion in the workplace.
• Extensive training and professional development opportunities.
• Access to firmwide networks and mentorship.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.