Key Accountabilities
- Update of marketing presentations
- Coordinate Weekly Investment meetings / Daily market wraps / Advisory dailies etc
- Maintain ongoing due diligence on securities in DPM portfolios
- Update of factsheets for the securities.
- Assist in development of some IT tools to automate the DPM trade process.
- Provide fund-related admin support.
Competencies / Experience
- Undergraduate, with a keen interest in the Private Banking industry.
- Major in Finance or Economics related course.
- Attention to details, with strong analytical skills
- Ability to multi-task and problem solve
- Expertise in handling MS Office applications (powerpoint and excel)
- Strong interpersonal skills, with great teamwork spirit
- Fluent in English (written and spoken)
- [Optional] Fluent in Chinese (written and spoken)
