Research Analyst

Gain Miles Assurance Consultants Limited

About the Role:

We are seeking a highly independent and detail-oriented Senior Officer to support out investment management team. The ideal candidate will excel in executing tasks accurately and will proactively seek clarification and raise questions, ensuring a clear understanding of objectives.

Job Descriptions:

Client Portfolio Management: Oversee and manage client portfolios, ensuring alignment with their investment goals while demonstrating initiative and ownership.
Client Meetings: Conduct regular meetings with clients to discuss portfolio performance and market trends, clearly articulating insights and recommendations.
Trade Entry: Accurately enter trades for clients, ensuring compliance with relevant regulations and demonstrating a meticulous attention to detail.
Market Analysis: Monitor market news and analyse economic data to support informed investment decisions, collaborating with the investment team to generate comprehensive market outlook reports.
Sales Support: Assist in the producing sales materials that facilitate effective client engagement and communication, ensuring clarity and relevance.
Data Recording: Maintain accurate records of economic data and perform analyses that support investment decisions and client recommendations, proactively identifying areas for improvement

Qualification Requirements:

Pursuing a bachelor’s degree in Finance, Accounting or related discipline
Current holder of a qualified SFC Type 1,4 9 Representative Licence is a must.
Minimum 2 years of operational experience in securities firm, custodians or asset management for retail clients.
Familiar with SFC relevant operation
Excellent communication and interpersonal skills
Good command of both spoken and written English and Chinese

We offer:

5-days work
Fun and open working culture without hierarchy - #WorkHardPlayHard philosophy and focus on teamwork
Flexible working policy
Diversified exposures over institutional, corporate, and individual clients
Attractive monthly basic salary and incentive payments
Comprehensive fringe benefits including 16 working days annual leave up to 24 days depending on years of services, Extensive Medical and Dental coverage, Training and Licensing Examination Support
Family Friendly Policy, including 6 days Family Care Leave, 1 day Birthday leave, etc.
Free Life and Health Insurance including both In and Out-patient benefits, Annual Wellness benefits
Pension Benefits on top of MPF mandatory contribution

更多工作資料

薪酬	N/A
待遇	五天工作週生日假家庭友善假保險計劃醫療計劃
工種	銀行 ‧ 金融服務 - 分析師銀行 ‧ 金融服務 - 投資服務銀行 ‧ 金融服務 - 顧客服務 · 關係管理
工作地點	觀塘
僱用形式	長期
教育程度	碩士學士