Pension Research Analyst
Job Highlights
- 5 day work week
- Young and Fun working environment
- Progressive career path
About the Role:
We are seeking a highly independent and detail-oriented Senior Officer to support out pension investment 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 mutual fund 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.
Qualification Requirements:
- Pursuing a bachelor’s degree in Finance related discipline
- Current holder of a qualified SFC Type 1,4 Representative Licence is preferred.
- Minimum 1 years of financial operational experience 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
Join the GUMbees today!
Ready to fly high in your career? Interested candidate please submit your full resume with availability, current and expected salary by clicking Apply Now.
All personal data provided will be treated with strictly confidential and will be used for the recruitment process only. Unsuccessful applications will be properly discarded within 3 months.
Skills
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WE GIVE U MORE.
http://www.gumhk.com
Pioneers
GUM, previously known as Gain Miles, has re-startup our brands as a prestigious boutique consulting firm in the Health and Wealth Industry in 2022. GUM, as a MPF expert, pioneered in providing MPF solutions and financial consulting services for over 42 years of market experience and is dedicated to giving you more inspiration, wealth and happiness.
Fast-Learning
GUM is devoted to creating a fast-learning environment for our staff in which we encourage learning through practice by innovating methods to resolve our clients’ MPF inquiries. We embrace a dynamic and open work environment with a simple organizational structure and proper delegation that facilitates constructive feedbacks and guidance.
Team work
We truly believe that a mutually supportive and high tolerance for failures atmosphere is conducive to employee autonomy and team performance, where new ideas will be tested by trial and error and staff will be equipped with the necessary skills for uncertainty.
People are our greatest assets, our adamant belief is to immerse people-oriented elements into our culture by proactively encouraging the exchange of knowledge and ideas, inheriting experience from our veteran experts and promoting self-initiated learning.
We understand career progression is vital to our people, GUM provides ample opportunities and sufficient career mobility to shape job capabilities and cultivate work-specific skills. We are looking for motivated and resilient people to join our GUM Family. Embark on our journey to fulfil your career aspiration and gain full support to unleash your potential for excellence!
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