Job Advert Details
HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 December 2023, HSBC Asset Management managed assets totaling US$707bn on behalf of its clients.
· People responsibility: N
· Report to: SVP, Head of Investment and Research
· Job summary:
1. Manage domestic equity/balanced funds and related matters
2. Research and Investment of domestic equity instruments. Fundamental analysis and valuation
3. Communicate and co-work with global investment teams
4. Support marketing and sales activities
5k2024ADVTW
Information
- A Bachelor’s degree or higher in Financial or relevant area
- Qualification of equity fund manager or mandate manager per Taiwan regulations (necessary condition)
- Hands-on research experience on domestic or global equity markets
- Be familiar with various investment instruments and products
- Fluent in English with good communicating ability
- Excellent knowledge on Excel formula. Basic programming skill such as Excel VBA would be a plus
- Certificate for Senior Securities Specialists or Securities Investment Trust and Consulting Professionals
需投信投顧相關證照 (說明)：以下證照擇一
1. 證券投資信託及顧問事業之業務員
2. 證券商高級業務員
3. 信託業務專業測驗+證券投資信託及顧問法規+金融市場常識與職業道德測驗合格