Job Seeker

Job Title Assistant Execution Manager (Private Wealth Management)
Reference Code EK-0323/2021
Job Summary
- Securities/Forex execution exp is preferable - Min 3 yrs experience in the Assistant RM - Holder of SFC Type 1 and Type 4 licenses
Job Description
Responsibilities: • Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans • Handling daily transactions in an accurate and timely manner • Work closely with Relationship Managers and ensure high standards of customer services are met • Assist with account opening for clients, including audit & KYC/AML self assessment processes • Assist in preparing markets presentations and marketing materials • Monitor closely for funding of accounts for trades and other investments • Assist in analyzing clients’ portfolios and provide investment advice 
Job Requirment
Requirements • Degree holder in Finance, Economic, Business or relevant disciplines preferred • Min 3 years experience in the Assistant Relationship Manager or relevant position is preferred • Holder of SFC Type 1 and Type 4 licenses • Holder of IIQE Paper I and III licenses preferred • Securities/Forex execution experience and knowledge in wealth management products is preferable • Good communication and interpersonal skills • Fluent in Putonghua, English and Cantonese • Proficient in Microsoft Excel (Visual Basic preferable) and Chinese typewriting
Application Detail
Interested parties, please send your CV (in MS Word format) with availability, current & expected salary and contact phone number to [email protected] with a copy to [email protected] *All personal information collected will be treated in strict confidence and used for recruitment purpose only.
Post Date (YYYY/MM/DD) 2021/09/16
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