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575 Madison Ave
New York, NY
Posted: October 03 2016
Always be on the alert for potentially fraudulent job postings online - never send money to a potential employer.
This is a GREAT opportunity for pre-graduated students who want to get hands on experience on real world financial applications.
This is a GREAT opportunity for international students to experience the integration of U.S. and Chinese financial industry.
This is a GREAT opportunity for young entrepreneurs to begin your career from learning most fundamental skills and knowledge at the best platform in the world.
This is a GREAT opportunity to give you a competitive edge in your future career if you are experienced financial professionals.
Are you ready for this unmissable opportunity?
We are recruiting Junior Analyst (Intern Analyst) with the following requirements.
OPT / H1B Visa sponsorship available for eligible candidates.
Competitive Compensation and Bonus
Our firm is an international Multi-family office based in Manhattan New York City. We currently having offices in New York, Beijing, Shenzhen, and Shanghai. The US division service team is composing by a group of Wall Street elites and associated organizations including, financial planner, investment advisor, CFAs, CPAs, licensed trust attorneys, licensed attorneys, financial advisor, insurance planner and other expertise with their group. The service team in China is composing by CFPs, accountants, attorneys, training specialists and administrative consultant. Meanwhile, we also closely cooperated with numerous investment banks, saving banks, private banks, fund companies, accounting firms and law offices in US and China. The main goal of our firm is to bring the Wall Street Level Professionalism and Service to China. Provide comprehensive global financial investment planning and family affairs management service platform for high-net-worth individuals in China through expertise in various fields. We are adhering to the fundamental principles, to protect existing wealth, to ensure the fortune retain; arrange wealth inheritance, to ensure the fortune pass on; planning future wealth, to ensure the fortune become more. Provide customized financial investment plans for clients (family).
ResponsibilitiesUnderstand/compile/develop investment models
Understand and familiar with asset management and insurance products in U.S.
Gain knowledge on asset and wealth management
Able to independently design life insurance plans, create prospectus, and fill in applications and other materials Familiar with American insurance and asset management manual, able to coordinate with sales team. Organize and create other materials based on different institution advantages and clients’ special needs Facilitate sales team to provide education and info session for insurance products
Able to Q&A with sales teams about details in insurance policies
Facilitate translations between clients and company stake holders (in English and Chinese) Business Administration Support to the team and assigned clients
Provide supports for clients’ U.S. travel arrangements, customer service, and coordinate with investment/lawyer/accounting teams
RequirementsEnthusiastic and self-motivated
Excellent analytical skill, strong attention to details
Ability to think independently and work well as part of a team
Good time-management skills, well-organized, able to work under pressure
Excellent Communication and writing skills Fluent in English and Chinese REQUIRED
Bleacher's degree, Financial background must