Olivar & Greb Capital Management
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Investment Advisor
SHANGHAI, CHINA | FULL-TIME

APPLY NOW
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
  • 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
APPLY FOR THIS JOB

Talk to us directly:

Follow us: 

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 
Picture
Olivar & Greb Capital Management, LLC
US Registered Advisory CRD#: 285905
​
16192 Coastal Highway, Lewes, Delaware 19958, County of Sussex
Framingham, Massachusetts, 01701, United States of America
上海市静安区835陕西北路28号
​
Check the background of this investment professional on FINRA BrokerCheck
Disclosures | Business Continuity Plan | Privacy Policy | Relationship Summary | Copyright 2020
  • About Us
  • Our Services
    • Investment Management >
      • Retirement Planning
      • Executive Compensation Management
      • Education Planning
      • Trust & Estate Planning
    • U.S. Tax Services
    • American Expat Services
  • Meet The Team
  • CLIENT PORTALS
    • SCHWAB LOGIN
    • INTERACTIVE BROKERS LOGIN
    • FINANCIAL PLANNING CLIENT PORTAL
  • Contact Us
  • Community
    • Volunteer & Non Profit
    • The Value Investor's Library
  • Careers
  • 中文