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Allocation-Account Manager-香港特别行政区
中国太平太平金融控股有限公司
面议
香港 · 社会招聘 · 本科
更新:2023-07-14
工作地址
香港特别行政区
职位描述
性质: 全职
专业要求: 工商管理类,经济学类,金融学类,外国语言文学类
岗位职责
工作职责:

1. Monitor the portfolio asset allocation, liquidity and constrains;
Evaluate the performance and return attribution;

2. Prepare various type of weekly and monthly and quarterly portfolio reports;

3. Communicate with clients and investment managers frequently;

任职资格:

1. Undergraduate's degree or above, major in finance, economics or related disciplines;

2. 3 to 5 years of experience in sales or product management in the asset management industry;
experience in insurance funds is a plus.
3. Strong communication skills and adaptability in client-facing role;
project management experience in product/mandate launch and operation;

4. Strong problem solving skills and multi-task skills;
self-motivated, able to work independently and adapt to dynamic working environment;

5. Have a basic understanding of insurance regulatory requirements and accounting standards;
have certain investment and asset management product knowledge;

6. Fluent in Mandarin and English, proficient in MS Office and Bloomberg (Strong Excel skills is preferred);

7. CFA, FRM certificate holders are preferred.

● 该招聘信息转载自中国太平太平金融控股有限公司官方招聘网站。
● 求职过程请勿缴纳费用,谨防诈骗! 如遇无效、虚假、诈骗信息,请立即举报。
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