Responsibilities:

• Develop and manage portfolio for high-net-worth clients (i.e. equities, future contracts, structured product, mutual funds, bonds, as well as other OTC products)
• Provide investment advice and offer premium investment services to clients
• Acquire new private wealth clients and explore new business opportunities in Hong Kong, Mainland China and other global countries

Requirements::

• Holder of SFC licenses Type 1
• Bachelor Degree or above preferably with major in Finance, Economics, Accounting, business Administration or related disciplines.
• Previous private banking / financial institutions experiences
• Excellent connection in private banking market and ability to expand client network
• Strong sales technique and self-motivated
• Excellent command of written and spoken English, Chinese and Mandarin

Responsibilities:

• Provide investment advice and services to clients
• Execute client investment instructions
• Establish and maintain strong relationships with clients
• Develop and expand new client networks

Requirements:

• Holder of SFC licenses Type 1 & Type 2
• Significant experience in selling investment products and possessing an extensive client network
• Proficient in sales and proactive
• Excellent customer service, strong communication, and presentation skills

We offer:

• Extensive Range Of Products
• Attractive commission sharing
• Well-equipped trade support
• User-friendly Platforms

Responsibilities:

• Develop new clients and service existing institutional business with clients based in Hong Kong and/or Singapore
• Provide investment advice on equities and related structured products
• To be part of the group institutional sales team, currently with members based in Singapore, Hong Kong, US and UK

Requirements:

• University graduate in business, finance or related discipline
• At least 2 years of direct experience in front-line operations in financial institutions
• Proficiency in English, Cantonese and Mandarin
• Good self-discipline & strong drive in achieving target revenue

Job scope:

• Immerse in hands-on experience in private wealth management
• Client onboarding and account maintenance
• Learn about investing and asset classes via comprehensive training programs
• Specialize in financial products including bonds, funds, structured products and OTC derivatives
• Become proficient in product management and client engagement

Responsibilities:

• Complete training modules on investing and financial products
• Support Sales on day-to-day tasks including:
  • ・Client enquiries
  • ・Account opening and review
  • ・Pre-Trade, Trade and Post-Trade process
  • ・Record keeping and file management
  • ・Complete relevant documentation requirements
• Support the Products team on day-to-day engagement and operation including:
  • ・Product design and pricing
  • ・Product lifecycle management
  • ・Product performance and portfolio review
  • ・Product due diligence (back up)
• Participate in Products team ad-hoc projects

Requirements:

• Fresh graduate with a degree or diploma (<2 years of experience)
• Finance, STEM (science, technology, engineering and mathematics) or accounting majors is a plus
• Strong analytical skills and attention to detail
• A passion for financial markets, investment strategies, and client service
• Effective communication and interpersonal skills
• Fluency in English and Chinese (Mandarin and Cantonese)

Responsibilities:

• Handle & execute dealing orders from sales / clients
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required

Requirements:

• SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management
• Good command of both spoken and written English and Chinese including Mandarin
• Strong PC skills in Microsoft Word, Excel and Chinese word processing
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment
• Excellent interpersonal and communication skills