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Summer Trainee (Wealth Management)

What you will do

Provide assistance to the Equity Advisory team on: 

  • preparing equity research write-up in order to make equity advisory ideas to clients
  • downloading data from websites or public data information platform in order to make recommendation based on equity value
  • any data upload to recommendation blotter or to IS bas
  • preparing client pitching book and presentation material

Required Skills and Abilities

  • PC, and other software applications, particularly MS Excel
  • Good spoken English and Mandarin
  • Good knowledge on Bloomberg
  • Capability to work under pressure, hard-working, patience, pleasant and good team spirit

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