WHO WE ARE
Olivar & Greb Capital is one of the first fully transparent wealth management company to do business in Shanghai. The financial landscape in China has unfortunately been plagued with products with high up front commissions, and expensive funds. We are proud to be one of the only firms that offer equity only (no mutual fund) portfolio management to Shanghai.
WHAT WE DO
O&G has expertise in two areas: US Equity Research and Trade Execution. Our proprietary research methods have been used for over 30 years, through bull and bear markets. Our trading expertise allows us to put together varieties of trading strategies for our clients, from buy and hold to covered calls to more complex option strategies.
WHAT YOU WILL EXPERIENCE
You will be responsible for managing your own book of clients. We offer extensive training on our trading platform, as well as research and analyst training. All of our employees are required to take the Series 7 or 65 financial exams and we offer full support in passing these tests.
RESPONSIBILITIES
REQUIREMENTS
Olivar & Greb Capital is one of the first fully transparent wealth management company to do business in Shanghai. The financial landscape in China has unfortunately been plagued with products with high up front commissions, and expensive funds. We are proud to be one of the only firms that offer equity only (no mutual fund) portfolio management to Shanghai.
WHAT WE DO
O&G has expertise in two areas: US Equity Research and Trade Execution. Our proprietary research methods have been used for over 30 years, through bull and bear markets. Our trading expertise allows us to put together varieties of trading strategies for our clients, from buy and hold to covered calls to more complex option strategies.
WHAT YOU WILL EXPERIENCE
You will be responsible for managing your own book of clients. We offer extensive training on our trading platform, as well as research and analyst training. All of our employees are required to take the Series 7 or 65 financial exams and we offer full support in passing these tests.
RESPONSIBILITIES
- Building and managing your book of clients
- Performing timely portfolio reviews with all clients
- Keeping on top of market events and participating in our research calls
REQUIREMENTS
- Fluent Mandarin Chinese is STRONGLY encouraged
- Previous experience in a financial role
- Intellectual curiosity and creativity
- Ability to grow and execute on both tactical detail and the big picture
- Not afraid of long hours; able to handle stress well and maintain a positive attitude
- Adaptive and introspective; willing to learn, teach, lead, and follow
Talk to us directly: |
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Shanghai, China: +86.131.2206.9291
Boston, USA: +1.508.598.7590 client.services@olivar-greb.com 上海市长宁区延安西路728号13L
No.728 West Yan An Road , Suite 13L, Changning District, Shanghai |
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