Investment Analyst/Assistant to MD (FI/private bank)

Location Hong Kong
Job-type Full Time
Salary Negotiable
Contact Katie Lo
Email email Katie
Reference JHK20180403_1619792020

ConnectedGroup represents a local boutique investment firm to hire the following position.

Investment Analyst/Assistant to MD (FI/private bank)


  • Provide full spectrum of secretarial support to the company owner on business aspect
  • Work close with bankers/RM/wealth managment professionals on boss's personal investment
  • Conduct investment research and prepare comparison report
  • Cover boss's personal assistant when she's on leave
  • Other ad hoc tasks/projects whenever necessary


  • Around 15-20 years of related experience gained from banking and finance industry
  • Exposure supporting boss's personal investment and with stable career history
  • Familiar with Bloomberg or other financial softwares like Refinitiv, Thomson Reuters, S&P is preferred
  • Excellent communication skills in English, Cantonese and Mandarin
  • Proficient in MS Word, PowerPoint and Excel
  • Independent, proactive, mature and with good interpersonal skills to deal with all level of people

Interested candidates please send your resume in WORD to ConnectedGroup's Professional Support Practice - or contact Katie on 852-3972-5882 for a confidential discussion.

All information provided by applicants will be treated in strict confidentiality and used for recruitment purpose only.