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Assisting RM in terms of client opening, checking all document and liaise with CS and Compliance as regard to client's document
Helping RM to receive client's investment orders by identify client identification (phone order), client's signature (written order), voice log on relevant client's instructions including money transfer
Follow-up action after order execution e.g. trade reporting and client initial confirmation
Helping RM for KYC review and other client's matter
Prepare marketing document for RM and also business statistics for management report.
We support local hire with solid relevant working experience in HK.
Bachelor degree holder, preferably in Economics, Finance, Business Administration or relevant subjects
1-3 experience in wealth management or asset management business
Have knowledge in the investment product spectrum, i.e. equity, fixed income, derivatives, and forex etc.
With good writing and analytical skills
Fluent in Cantonese and English
Familiar with the SFC/ HKMA regulatory framework in Hong Kong
We provide attractive remuneration package and fringe benefits for the right candidate. Interested parties please send detailed resume with current and expected salaries to Human Resources Department i) by mail: 22/F, Li Po Chun Chambers, 189 Des Voeux Road Central, HK; ii) by fax: 2537 5431; or iii) by using "APPLY NOW".
Please quote the reference in the application. If application is submitted in hard copy format, it should be placed in a sealed envelope marked "Confidential". All applications will be treated in strict confidence and personal data provided by job applications will be used for recruitment purposes only. A copy of our Personal Information Collection Statement will be available upon request.