投資經理招聘

投資經理招聘

職位描述
• 為客戶精準提供定制化金融解決方案，深度契合客戶投資目標與財務狀況。
• 協助高級經理剖析大灣區客戶投資組合及需求。
• 專業設計並嚴謹審核投資組合，確保資產配置科學合理、風險可控、收益可期。
• 持續跟蹤大灣區客戶投資動態，及時因應市場變化調整策略，保障資產穩健增值。
• 嚴密監測投資組合動態，適時調整策略。
• 巧妙豐富客戶投資品類，提升組合多樣性與抗風險韌性，強化綜合競爭力。
• 為大灣區客戶提供全面風險管理、退休規劃、稅務咨詢等服務。
• 全方位提供風險管理、退休規劃、稅務籌劃等增值服務，保障客戶財富穩健增值與傳承。

職位要求
• 大專及以上學歷，投資管理相關背景者優先。
• 人際交往與溝通協作能力卓越，能與團隊及客戶高效互動、建立深度互信，在大灣區市場尤佳。
• 熟練掌握金融市場分析工具與投資模型，具備敏銳市場洞察力、精準風險把控力及出色投資決策力。
• 對海外證券市場、行業比較及風格週期具敏銳洞察力及獨到見解，擁有較成熟之機構投資理念及運營體系，具備持續學習能力及糾錯意識；
• 秉持敬業、自律及團隊合作等高標準專業精神，具備承受較大壓力及更高工作強度之能力。
 

Investment Manager Recruitment
Job Description
• Devise bespoke financial solutions precisely attuned to clients'investment goals and fiscal circumstances.
• Aid senior managers in dissecting investment portfolios and demands of Greater Bay Area (GBA) clients.
• Expertly design and stringently vet investment portfolios, ensuring scientific asset allocation, manageable risks, and predictable returns.
• Continuously monitor investment trends of GBA clients, expeditiously adapting strategies to safeguard asset appreciation.
• Astutely enrich clients' investment offerings, augmenting portfolio diversity and risk resilience.
• Furnish comprehensive risk management, retirement blueprints, and tax advisory services for GBA clients.
• Render holistic value-added services encompassing risk management, retirement planning, and tax strategizing to ensure stable wealth
accretion and seamless inheritance.

Job Requirements
• Associate degree or above. Those with investment management skills are preferred.
• Have great interpersonal and communication skills. Be good at building deep trust through smooth team-client interactions, especially in the Greater Bay Area.
• Be skilled in financial market analysis tools and investment models. Have sharp market insight, accurate risk control, and smart investment decision-making.
• Have keen insight and unique insights into overseas securities markets, industry comparisons and style cycles, have relatively mature institutional investment concepts and operating systems, and have continuous learning capabilities and error correction awareness.
• High standards of professionalism such as conscientiousness, control and team awareness, and the ability to withstand greater pressure and higher work intensity.