Job ref no.: CT3114989-01#0046
Taiping Financial Holdings Company Limited

Officer, Assets Allocation

Taiping Financial Holdings Company Limited

Benefits
  • 5-day week
  • 13-month pay
  • Compassionate leave
  • Competitive pay
  • Dental plan
  • Discretionary bonus
  • Education subsidies
  • Marriage leave
  • Medical plan
  • Paid overtime
  • Special / extra leave
  • … + 5 more

Responsibilities:

Asset allocation strategies analysis, with Macro Economy and Financial Market analysis

Propose annual asset allocation strategy for different portfolios

Manage and evaluate portfolio performance

Daily negotiation with clients

Handle ad hoc tasks as assigned

Requirements:

Master degree or above with major in Finance/Economics or related discipline from a renowned university, CFA preferred

At least 3 years relevant experience, sound knowledge and skills in financial markets and proficient in asset allocation

Fluent in English and Mandarin

Proficient in using Microsoft Office tools, MS Word, MS Excel, MS PowerPoint, etc.Has excellent work ethic and professionalism, able to do overtime on demand

Possess excellent task execution, logical thinking, communication and coordination skills

Candidate with more experiences will be considered as Senior Officer.

 

 

主要職責:

大類資產配置底層研究,側重宏觀經濟基本面、經濟週期和大類資產配置策略研究

根據客戶資金性質及市場環境制定年度資產配置方案、動態管理並調整帳戶配置情況

負責投資組合的監測評估、分析各組合運作情況及收益率績效評估

日常與客戶密切溝通

支援各業務條線的日常資產配置活動以及部門內其他工作

 

任職要求:

重點院校金融、經濟類專業研究生以上學歷,CFA或同類證書優先

3年以上相關工作經驗

中文良好,英語流利

熟練運用Microsoft Office軟件,包括word, ppt, excel等

能承受工作壓力和必要時的加班安排

具備較強的執行力、邏輯思維能力、溝通協調能力和口頭表達能力

We provide 5-day work week and attractive remuneration package to the right candidate. Interested parties, please send your full resume in both Chinese and English with present, expected salary and date available by clicking Apply Now.

More job information
Job ref no. CT3114989-01#0046
Salary
  • N/A
Job Function
Industry
Location
  • Wanchai
Employment Term
  • Full-time
Experience
  • 3 years - 10 years
Career Level
  • Non-management level
Education
  • Master's degree