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Responsibilities
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Responsible for executing variety investment orders on FX / Precious Metal in efficient and accurate manner
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Assist to conduct trade surveillance
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Perform risk control against clients’ account margin level
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Make prompt and competitive quotes to external and internal customers
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Engage in daily operations
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Participate in different projects and assigned ad hoc tasks
Requirements
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Higher diploma or above in Finance or a related discipline
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1-2 years of relevant experience, with solid experience in dealing desk is an advantage
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Willing to take SFC Type 3 License Examination
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Good command of both written and spoken English and Chinese
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Proficient in MS Office applications
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Night shift and work on public holidays is required
Responsibilities
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Develop and maintain relationships with designated channel partners and potential clients to achieve sales targets and drive new business growth
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Provide full spectrum of sales administrative support, including account opening (clients/IB), reimbursement processing, and workflow coordination
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Manage daily operations and resolve sales-related issues in a timely manner, with escalation when necessary
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Prepare and maintain training materials and Standard Operating Procedures (SOPs) to ensure consistent and efficient sales processes
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Coordinate seminars, events, and promotional activities to support business development initiatives
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Prepare sales reports and perform data analysis, offering actionable insights to enhance business performance
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Support ad hoc projects and assignments as required
Requirements
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Bachelor’s degree in Finance, Business Administration, Marketing, or a related discipline
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2–3 years of relevant experience in sales support or sales operations, experience in the FX, CFD, or brokerage industry is an advantage
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Knowledge of financial products (e.g. FX, CFDs, or trading platforms) is preferred
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Self-motivated with strong coordination and organizational skills, and the ability to manage multiple tasks in a fast-paced environment
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Excellent presentation, communication, and interpersonal skills
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Proficient in MS Office applications, particularly Excel and PowerPoint
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Willingness to travel to Mainland China (PRC) as required
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Good command of spoken and written English and Chinese, including Putonghua
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Candidates available for immediate start will be highly preferred
