Job Description & Requirements

Job scope:

• Immerse in hands-on experience in private wealth management
• Client onboarding and account maintenance
• Learn about investing and asset classes via comprehensive training programs
• Specialize in financial products including bonds, funds, structured products and OTC derivatives
• Become proficient in product management and client engagement

Responsibilities:

• Complete training modules on investing and financial products
• Support Sales on day-to-day tasks including; Client enquires, Account opeing and review, Complete relevant documentation requirements, Pre-Trade, Trade and Post-Trade process, Complete relevant documentation requirements
• Support the Products team on day-to-day engagement and operation including; product design and pricing,product lifecycle management, product performance and portfolio review, product due diligence (back up)
• Participate in Products team ad-hoc projects

Requirements:

• Degree or Diploma holder
• Major in Finance, STEM (Science, Technology, Engineering, Mathematics) or Accounting is a plus
• 1-3 years of relevant experience
• Strong analytical skills and attention to detail
• A passion for financial markets, investment strategies, and client service
• Effective communication and interpersonal skills
• Fluency in English and Chinese (Mandarin or Cantonese) is required for effective communication with clients