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Finance
Administration Assistant
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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.
Dealing Officer
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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
Vice President, Wealth Management
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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
