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