PRBK0623BB918JL
  • Asian & Greater China Equity Research Team
  • Promising Investment Analytics & FO Exposure
  • Rewarding Career with Global Private Bank

Our Client

Equity Analyst-Expansion Headcount in with the most respectable Swiss Based Family Owned Private Bank with over 20 offices worldwide and over USD 265+AUM.

Job Duties

  • As part of the Asian/Global equity research team with country responsibilities for the Asian investment product
  • Formulate investment ideas and house view through analyzing, interpreting and forecasting financial information on companies, sectors and countries
  • Conduct third party research, direct management contact, visits and conference calls
  • Generate timely & quality written commentaries and investment recommendation on companies as well as thematic notes on countries under coverage
  • Work in close partnership with bankers, investment specialist and occasionally attending clients pitch

Requirements

  • CFA and well qualified graduate in Economics or related disciplined is highly desirable
  • Steady track record with 10+/- years relevant Equity Research and Investment Commentaries experience is essential
  • Familiar with the Greater China & Asian Equities Markets
  • Excellent written and presentation skill in English and Mandarin
  • Strong interpersonal skills to effectively articulate investment ideas
APPLY NOW
Category : Private Bank
Industry : Banking & Finance
You may also interested in......
  • Cross Asset Classes of Dealing Team Lead 
  • Global Banking with Comprehensive Bank Benefits
  • Excellent Worklife Balance & Job Security
Job Duties
  • Reporting to Regional Head of Dealing & partner with professional team of cross asset classes of investment advisors
  • Accountable for timely equities, fixed income and structured products trade execution by collaborating with experienced private bankers for external UHNW families & clients for AP/Greater China region
  • Facilitate regional and global new business/products and regulatory related initiatives
  • Stable and well-established platform
  • Dynamic and friendly working environment
  • Excellent investment product exposures
Job Duties

The seasoned jobholders will be responsible for:

  • Assistant Senior Private Bankers on daily pre and post-sales services
  • Handling new to bank and regular accounts reviews and documentation, pricing quotation, order placing, and portfolio management
  • Preparing investment and product presentation materials
  • Expansion Headcount in the HK Office
  • Sales assistant, operations & regulatory support
  • Friendly working environment
Job Duties
  • Manage daily trust administration and ongoing operations including vesting of shares, injection/distribution of assets, incorporation of holding company, bank account openings
  • As the key gatekeeper in reviewing trust and KYC documents in accordance with the proper compliance
  • Maintain client relationships and conduct regular reviews to cope with clients’ trust needs
  • Life Insurance Case Management for HNW clients
  • Excellent FO Client Management Exposure
  • Int’l Private Banking Platform & Job Security 
Job Duties
  • Accountable for managing life insurance case management for UHNW Private Clients in Greater China markets  
  • Serve as the bridge between insurance companies, private bankers and  Clients 
  • Support Bankers/Clients with medical booking, and preparation of documents for new/annual renewal of applications to ensure compliance with regulatory requirements
  • Expansion Headcount in the HK Office
  • Sales assistant, operations & regulatory support
  • Friendly working environment
Job Duties
  • Assisting Relationship Banker(s) to provide high-quality services to high-net-worth individual clients in Greater China, SE Asia and Hong Kong Markets Working closely with external counterparties in account opening, pricing quotation, bank and fund operations
  • Resolving daily enquiries from affluent professional investors
  • Participating in ad hoc regional and local projects