Job offer
Internal - Investment & Client Solutions
The internship position in the Investment & Client Solutions division in Hong Kong involves assisting senior counselors in preparing investment proposals and conducting market analyses. The ideal candidate holds a bachelor’s degree in finance or a related field and possesses strong analytical and communication skills.
Tasks
- Assisting senior consultants in preparing investment proposals and portfolio reviews
- Conducting market research and analysis to support investment recommendations
- Assistance with monitoring client portfolios and preparing performance reports
- Assistance in preparing presentation materials for client meetings
- Maintaining accurate records and documentation of customer interactions
- Collaborate with internal teams (product specialists, compliance, operations) to ensure seamless customer service
- Updates on market trends, new products, and regulatory changes
Requirements
- Bachelor's degree in finance, economics, business administration, or a related field
- Strong analytical and quantitative skills
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office (Excel, PowerPoint, Word)
- Strong attention to detail and organizational skills
- Ability to work both independently and as part of a team
- Previous internships or experience in the financial services industry are a plus
Job details
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