• 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


  • 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
Category : Private Bank
Industry : Banking & Finance
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Job Duties

The seasoned jobholders will be responsible for:

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  • 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
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  • 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
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