Research will have to provide an analysis of company/stock data for Equity analysts and aid them in regard to the preparation of data to write up investment decision research papers and clients’ requests. Other aspects of research work involve producing financial models, evaluating public information, and gathering any other available forms of data to support the analysts’ work.

Research Analyst’s qualifications

• Bachelor’s degree or higher in Finance, Economic or related field.
• Minimum 3 years of experience as an Analyst in Securities industry.
• Excellent in English- Research technical terms.
• Having Analyst License (CFA, CISA)
• Excellent organizational skills; strong written and verbal communication skills.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Job Descriptions

- Create requirement & roadmap of what to build for the Global Securities products.

- Managing client’s portfolio and conduct asset allocation.

- To formulating asset allocation strategy as well as designing investment solutions for individual client.

- To approach and maintain good relationship as well as provide a good services to K Private Banking customers.

- Integrate a new technology into a 
business.

- Provide training and support to investment consultants.


Qualifications

- Bachelor's degree or higher in Economics, Finance, Accounting or any related fields.

- Strong knowledge of Global investment products.

- Be able to communicate in English.

- Strong communication, visualization, and presentation.

Job Description

• Analyze global and domestic economic performance and outlook and recommend the appropriate investment product both onshore and offshore to Financial Consultant (FC).
• Monitor and follow up the market situation and factor that impact market as well as provide data to FC team.
• Coordinate with other departments to develop financial products and enhance business opportunities.
• Being a part of Strategic team to create, design, and plan the efficient and interesting investment product lines and asset allocation.
• Coordinate with FC on regularly monitoring and evaluating portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions.
• Client visit upon FC requests.

Qualifications

• Bachelor’s or master’s degree in Economics, Finance or related fields.
• Minimum 3 years of experience in relevant positions.
• Possessing IC complex license and CFA will be a big plus.
• Proficient in Bloomberg system is preferable
• Strong interpersonal, communication, negotiation and selling skills
• Must be a person who has can-do attitude, self-motivate and quick learner.
• Must be a multi-task person who is able to work under pressure and solve problems with constructive method.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Financial Consultant (FC)

Job Description:

• Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
• Plan, analyze, and assess investment need of clients in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Manage and monitor client’s portfolio through variety of investment products; Stock, mutual fund, bond, structured product, offshore investment etc.
• Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities.
• Accommodate transactions of all available products on shelf.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client’s objectives.
• Collaborate with internal teams to coordinate complex financial transactions.
• Upselling and cross-selling opportunities.

Qualifications:

• 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• IC Complex 1 License is a must, IP License. Passionate about Financial Planning
• Possession of CFP, AFPT
• Understanding of financial markets, investment products, and wealth management principles.
• Excellent interpersonal skills and  the ability to build trust and rapport with clients.
• Proven track record of achieving sales targets and building a successful client portfolio
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
• Excellent in interpersonal, communication, and presentation skills
• Pleasant personality, Proactive, Goal-driven, and Self-motivated

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Responsibility

• Responsible for managing relationships with existing clients and acquiring new potential clients.
• Plan, analyze, and assess investment need of clients in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Advise on a diverse range of investment products, such as Equities, Mutual Funds, Bonds, Structured Product, Offshore Investment and alternative investments.
• Monitor market trends, financial news, and economic indicators to provide informed recommendations and be able to transform into sales activities.
• Accommodate transactions of all available products on shelf.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client’s objectives.
• Upselling and cross-selling opportunities to maximize the business's potential.
• Collaborate effectively with internal teams, including Sales and Operations, to ensure the delivery of seamless and integrated services.

Qualifications:

• 3+ years in financial advising, investment consulting, or wealth management roles including knowledge of developing and implementing financial plans and managing investments.
• IC Complex 1 License is a must, IP License. Passionate about Financial Planning.
• Possession of CFP or AFPT.
• Understanding of financial markets, investment products, and wealth management principles.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Proven track record of achieving sales targets and building a successful client portfolio.
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
• Excellent in interpersonal, communication, and presentation skills.
• Pleasant personality, Proactive, Goal-driven, and Self-motivated.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Responsibilities 

• Review daily cash position.
• Prepare and review accounting entries related cash transactions.
• Prepare and review invoices and receipts.
• Prepare and review daily and monthly reports.
• Approve  all bank transactions.
• Co-ordinate with KBank and other banks.
• Ad hoc assignments. 

Qualifications 

• Bachelor's Degree or higher of Accounting or Finance
• 3-4  years work experience in accounting/Finance
• Able to work under pressure  
• Good communication skills 
• Good command in English skills will be advantage. 

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.