Financial Data AnalystFinancial Data Analyst

Lok Wong Lok Wong

Job natureJob nature

Management and manipulation Management and manipulation of large databases of financial of large databases of financial informationinformation

Statistical analysis Statistical analysis Performing test analysis, Performing test analysis,

communicating results -> communicating results -> financial reportingfinancial reporting

Support high profitability of the Support high profitability of the clientsclients

General skillGeneral skill

Spreadsheet modeling Spreadsheet modeling Word, Excel, Powerpoint Word, Excel, Powerpoint

Special skillSpecial skill

SAS, SPSS, SQL, C++SAS, SPSS, SQL, C++

Expected salary Expected salary

$12000$12000

Career path Career path

Go deep into different type of Go deep into different type of financial analyst, like risk financial analyst, like risk analyst…..analyst…..

Senior Financial analystSenior Financial analyst

Assistant Relationship Assistant Relationship ManagerManager

Lok WongLok Wong

Job natureJob nature

Working with high net worth Working with high net worth individuals individuals

Participate within the firm’s culture of Participate within the firm’s culture of clients’ service or investment clients’ service or investment management, specific solutions to management, specific solutions to the clientsthe clients

Portfolio management – asset Portfolio management – asset allocation, manager selectionallocation, manager selection

Managing wealth: trusts, estates Managing wealth: trusts, estates insurance productsinsurance products

Tax planningTax planning

Basic skillsBasic skills

Knowledge of financial product Knowledge of financial product Communication skillsCommunication skills Sales skillsSales skills

Specific skillsSpecific skills

Financial analytical skills Financial analytical skills Accounting knowledgeAccounting knowledge

Expected salaryExpected salary

8K- 10K8K- 10K

Career pathCareer path

Relationship managerRelationship manager Senior relationship manager Senior relationship manager

THE END THE END

Lok WongLok Wong