Senior Investment Advisor Senior Investment Advisor …

LCW Management Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive pay + bonus
LCW Management Limited
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive pay + bonus
Investment Advisor; Perform individual security analysis; Conduct in-dept research on global financial

Job Responsibilities:

  • Primary person to provide investment advice and recommendations on equity and equity related investments
  • Work with Head of Investment on portfolio monitoring and make recommendations on portfolio rebalancing as appropriate
  • Analyze market data and perform financial analyses to ensure equity securities in the portfolio align with the Family’s investment goals
  • Maintain records and documentation related to investments in order to monitor performance and manage portfolio risks on a regular basis
  • Prepare regular reports to explain performance and investment recommendations to the Family

Job Requirements:

  • Bachelor degree or above in Finance / Economics / Statistics or related majors, CPA or CFA preferred
  • At least 8 years of relevant experience in investment bank
  • Excellent report writing skills
  • Pro-active, able to work independently and under pressure
  • Good business sense and exposure across diverse industries preferred
  • Well organized; high attention to detail

Interested parties please send resume with salary expectation and availability to Human Resources Department, K. Wah International Holdings Limited, 29/F, K. Wah Centre, 191 Java Rd., North Point, H.K. or by clicking Apply Now.

All Personal data collected will be used for recruitment purpose only. All applications will be retained for a maximum period of 2 years and may be considered for other suitable positions within the Group.

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