Job Description & Responsibilities:
- Support relationship managers in new accounts opening
- Support relationship managers for ongoing servicing of existing accounts
- Handle clients' requests and instructions directly with professional manner
- Handle pre-trade client suitability assessments and post-trade documentations
- Provide investment products support to relationship managers e.g. investment proposal, ideas collection, presentation materials for prospective investors and existing clients
- Obtain prices quotation from multiple platforms
- Execute trades on multiple asset classes
- Assist relationship managers to conduct ongoing portfolio monitoring
- Assist relationship managers to address any legal, compliance and risk issues or incidents
- Provide general secretarial and administration support and maintain good record keeping
- Support ad-hoc projects
Job Requirements:
- Bachelor Degree in Business Administration, Finance, Risk Management or related disciplines
- Minimum 4 years of relevant working experience in sales support, trade execution and investment research. Prefer working experience in private banks and brokerage firms. Sound capital market, investment and products knowledge
- Familiar with trade flow from front to back office
- Proactive learning with team work, can-do attitudes
- Proven organization skills with strong attention to details
- Excellent presentation and communication skills
- Proficient in Bloomberg and Microsoft Office (Excel, Word, and PowerPoint)
- Fluency in written and spoken English, Cantonese and Mandarin
- SFC Type 1, 4 and 9 License
