了解东方
1、Fund product specialist(OW-ASM-PRODUCT-20250320)
Responsibilities:
- Assist in preparing product related documents to ensure the products are complied with internal and external requirements and obtain approvals for the launch of new investment products;
- Assist in the preparation of marketing documents, training materials and other literature for the launch of new products;
- Assist in activities pertaining to administration and maintenance of Investment products (Mutual Funds/ Private Funds/ Discretionary accounts);
- Assist in the preparation of management reports;
- Maintain business relationships with clients through different channels;
- Identify new business opportunities for PR campaigns and distribution channels that will led to an increase in sales volume;
- Work together closely with the team to perform KYC and develop client on boarding processes.
Requirements:
- Bachelor’s degree or above;
- Proactive, detail-oriented, diligent, hardworking, and eager to learn;
- Proficient in MS Office, especially Excel. Programming skills like Python/VBA are a plus;
- Good command of written and spoken English and Chinese.
2、Project Manager(OW-WM-PM-20250228)
Responsibilities:
- Conduct business analysis, workflow analysis and system requirement in support of company business plan;
- Manage end-to-end projects from the initialization phase to preparation and execution. The scope includes but not limited to creation and execution of project plan, resource planning, status review and management reporting;
- Prepare and maintain SOPs and procedure manuals;
- Perform project governance, risk management, vendor management and change management.
Requirements:
- Bachelor’s degree in finance or business stream;
- Minimum 5 year’s relevant work experience of project management / data analyst / workflow planning in banks or financial institutions , preferably in securities brokerage;
- Strong project management skills with the ability to manage multiple projects simultaneously;
- Good command of written and spoken English and Chinese;
- Good problem-solving skills, self-motivated, able to work independently;
- Good analytical, interpersonal, writing and oral communication skills;
- Team player, energetic to take challenges, and able to work under pressure.
3、Equity Institutional Sales(OW-IS-SALES-AO-20250219)
Responsibilities:
- Develop and establish institutional investor clients;
- Promote, distribute and cross sell the Company’s products including research reports (HK, A&H shares), corporate access event and IBD related projects to institutional clients;
- Provide clients with professional investment advice, trading ideas and order execution;
- Achieve business objectives through proactive business development and quality account relationship management;
- Keep abreast of market develop, event and products and integrate understanding of marketing, events and research views into actionable ideas.
Requirements:
- 3-5 years’ experience of equity sales and research. Hedge fund clients experience will be an advantage;
- Degree in Finance, Economics, Mathematics or related discipline;
- Demonstrated track record in developing clients;
- Excellent communication and client management skills;
- Self-motivated, mature and able to work independently;
- Good command in English;
- Base in HK.
4、Bond investment Research (Ref OW-RESERACH-BOND-AO—20241114)
Responsibilities:
- Summarizing bond investment strategy on major China markets for professional investors, and present the views to both internal and external clients;
- Being able to form differentiated view, produce in-depth reports;
Requirements:
- Bachelor or above Degree in relevant fields;
- 3-5 years bond research and sector coverage experience in financial institutions;
- Excellent communication skills, interpersonal skills and analytical skills;
- License holder of SFC RA4.
We offer competitive remuneration package and excellent career prospects to qualified candidates. Interested parties please send your resume together with present and expected salaries E-mail to recruit@dfzq.com.hk
All applications will be treated in the strictest confidence and personal data collected will be used for recruitment purposes only.
