About the Job:
Our client, a leading global financial institution, connects millions of people across hundreds of cities and countries every day through an unparalleled global network.
Shape Your Career in Global Wealth Management
Our client’s Global Wealth division serves a wide spectrum of wealth clients, ranging from affluent individuals to ultra-high-net-worth clients and family offices. By leveraging the full power of their global network, they offer strategies that help clients manage liquidity, maximize yields, navigate foreign currency transactions, and handle cross-border challenges. Their expertise uniquely positions them to meet clients’ banking needs on a global scale.
The Private Bank within the organization is dedicated to serving the world’s wealthiest individuals and families, with more than 14,000 ultra-high-net-worth clients in nearly 100 countries. These clients include entrepreneurs, business leaders, executives, and their families, with an average net worth exceeding $100 million. The firm offers customized services to help protect and grow their wealth responsibly.
Position: Investment Analyst
Location: Hong Kong
We are seeking a highly motivated Investment Analyst to join the team. As part of the team, you will have access to various resources and programs designed to support your well-being, financial planning, and career development.
In this role, you will:

• Assist senior members of the investment team in delivering tailored investment solutions to clients.
• Monitor and provide guidance on market conditions, incorporating insights from the Investment Committee.
• Prepare investment policy statements for prospective clients.
• Analyze economic trends and assess their impact on investor portfolios.
• Recommend adjustments to client holdings based on financial and market analyses.
• Build relationships with bankers and clients to foster growth in the asset base.
• Support senior team members in engaging clients on investment themes, solutions, and executing trades.
• Stay updated on financial markets and products by attending internal and external meetings.
• Adhere to a specific prospecting code of conduct, focusing on referrals and personal contacts for new private client accounts.

Qualifications:

• Bachelor’s degree in Economics, Finance, Business Administration, or related field.
• 0-2 years of relevant experience in a client-facing or financial role.
• Strong understanding of financial markets and products, with excellent communication skills.
• Ability to work independently, with a proactive, self-motivated approach.

This role offers a competitive compensation package and opportunities for growth within a prestigious global institution. If you’re passionate about delivering exceptional service and making a meaningful impact, we encourage you to apply.
工作類型: 全職
薪酬： $25,000.00至$30,000.00（每月）