Financial Data Analyst Lok Wong
Job nature Management and manipulation of large databases of financial information Management and manipulation of large databases of financial information Statistical analysis Statistical analysis Performing test analysis, communicating results -> financial reporting Performing test analysis, communicating results -> financial reporting Support high profitability of the clients Support high profitability of the clients
General skill Spreadsheet modeling Spreadsheet modeling Word, Excel, Powerpoint Word, Excel, Powerpoint
Special skill SAS, SPSS, SQL, C++ SAS, SPSS, SQL, C++
Expected salary $12000 $12000
Career path Go deep into different type of financial analyst, like risk analyst….. Go deep into different type of financial analyst, like risk analyst….. Senior Financial analyst Senior Financial analyst
Assistant Relationship Manager Lok Wong
Job nature Working with high net worth individuals Working with high net worth individuals Participate within the firm’s culture of clients’ service or investment management, specific solutions to the clients Participate within the firm’s culture of clients’ service or investment management, specific solutions to the clients Portfolio management – asset allocation, manager selection Portfolio management – asset allocation, manager selection Managing wealth: trusts, estates insurance products Managing wealth: trusts, estates insurance products Tax planning Tax planning
Basic skills Knowledge of financial product Knowledge of financial product Communication skills Communication skills Sales skills Sales skills
Specific skills Financial analytical skills Financial analytical skills Accounting knowledge Accounting knowledge
Expected salary 8K- 10K 8K- 10K
Career path Relationship manager Relationship manager Senior relationship manager Senior relationship manager
THE END Lok Wong