Analyst, Private Wealth Management

Begin your career as an analyst, building a strong foundation for a future role as a relationship manager in private wealth management. In this role, you will gain valuable theoretical knowledge and practical experience through comprehensive training programs, deepening your understanding of investing and asset classes. You will also specialize in financial products such as bonds, funds, structured products, and OTC derivatives. Additionally, you will develop expertise in client onboarding, engagement, and account maintenance, preparing you for a successful career in private wealth management.

Responsibilities

• Complete training modules on investing and financial products
• Support Sales with day-to-day tasks, including client inquiries, account opening and review, pre-trade, trade, and post-trade processes, record keeping, file management, and completing relevant documentation requirements.
• Support the Products team with daily engagement and operations, including product design and pricing, product lifecycle management, product performance and portfolio reviews, and product due diligence (as a backup).
• Participate in Products team ad-hoc projects

Requirements

• Degree or Diploma holder
• Major in Finance, STEM (Science, Technology, Engineering, Mathematics) or Accounting is a plus
• 1-3 years of relevant experience
• Strong analytical skills and attention to detail
• A passion for financial markets, investment strategies, and client service
• Effective communication and interpersonal skills
• Fluency in English and Chinese is required for effective communication with clients