Responsibilities

• Perform general administrative support but not limited to filing, data entry, document management and pantry management.
• Ensure timely delivery of documents to internal departments.
• Handle outdoor errands, including visits to banks, post offices, government departments, and documents collection/delivery.
• Handle general reception duties including greeting guests, manage incoming and outgoing mail, coordinating courier services etc.
• Assist with ad hoc duties as assigned.

Requirements

• DSE or above.
• 1 year of relevant working experience is preferred.
• Good command of spoken and written Chinese, English and Mandarin.
• Strong communication and interpersonal skills.
• Proficient in MS Office applications and Chinese Word Processing.
• Strong sense of responsibility with the ability to prioritize tasks.

Responsibilities

• Responsible for executing variety investment orders includes global securities and futures, bonds, funds etc. in efficient and accurate manner 
• Assist to conduct trade surveillance 
• Perform risk control against clients’ account margin level, work closely with Credit Risk Control team 
• Liaise with counterparties in executing trade orders 
• Provide general supports to clients’ inquiries 
• Participate in daily operations 
• Participate in different projects and assigned ad hoc tasks

Requirements

• Higher diploma or above in Finance or related discipline 
• 1 year relevant experience (with solid experience in dealing desk will be an advantage) 
• Holder of SFC license RA1 and RA2
• Proficient in written & spoken English and Chinese 
• Night shift and work on public holidays is required 

Responsibilities

• Coordinate with related departments to review customer and prospect situations and determine the appropriate products and services for them
• Establish relationships with high-new-worth clients to monitor financial situation and identify client needs resulting in new sales opportunities
• Assist in opening new accounts and ongoing maintenance of existing accounts
• Deliver investment services to high-new-worth clients, including but not limited to pre-trade checks, executing dealing instructions, and preparing post-trade documentation
• Assist in the preparation of marketing materials and presentations
• Strickly adhere to all risk and control policies, regulatory guidelines and security measures
• Handle ad hoc tasks and projects as assigned

Requirements

• Bachelor’s degree in Business Administration, Finance, Economics, Accounting or related disciplines
• At least 5 years of proven sales experience in the financial services industry, specifically dealing with high-net-worth clients
• Certified Financial Planner (CFP) or similar credentials preferred
• Excellent problem-solving skills, analytic and presentable; Strong self-initiative, highly motivated, relationship building and interpersonal skills
• Excellent written and spoken Chinese and English including Mandarin
• Immediately available is highly preferred 

Responsibilities        

• Lead budgeting, rolling forecasts, and long-range financial planning
• Perform in-depth financial analysis and clearly identify key business drivers, risks, and opportunities
• Build, maintain, and enhance complex financial models, scenario analyses, sensitivity testing, and investment/business case evaluations to support strategic decision-making
• Prepare high-quality management reporting packs, dashboards, and presentations that deliver actionable insights on financial performance, KPIs, trends, and forecasts
• Partner closely with operational departments to collect relevant data, challenge assumptions, and ensure financial plans are aligned with operational strategies and objectives
• Provide clear financial guidance, interpretations, and recommendations to senior management and business partners
• Drive continuous improvement in FP&A processes, systems and reporting tools to increase efficiency, accuracy, and transparency

Requirements

• Bachelor’s degree in Accountancy, Finance, Economics, or a related discipline
• CPA or equivalent professional qualification preferred
• 8+ years of experience in FP&A, controllership, or data analytics within brokerage, proprietary trading, FX/CFD, banking, or cross-border payments; prior exposure to dealing/FX desks is a strong advantage
• Exceptional analytical and problem-solving skills with a demonstrated ability to manage multiple stakeholders effectively
• Excellent verbal and written communication skills in English, Cantonese, and Mandarin
• Highly organized, proactive, and self-motivated; able to thrive both independently and collaboratively in a fast-paced environment
• Proficiency in Microsoft Excel and the Microsoft Office; hands-on experience with Microsoft Dynamics 365, Power BI, Tableau, or similar ERP/BI tools is an advantage
• Immediate availability is an advantage