Assistant Execution Manager (Private Wealth Management Department)

Assistant Execution Manager (Private Wealth Management Department)

Job Highlights

  • Competent in handling daily transactions
  • Assist in preparing markets presentations
  • Degree holder in Finance, Economic, Business

Responsibilities:

  • Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans
  • Competent in handling daily transactions in an accurate and timely manner
  • Work closely with Relationship Managers and clients
  • Provide support to Relationship Managers and ensure high standards of customer services are met
  • Assist with account opening for clients, including KYC/AML processes
  • Monitor closely for funding of accounts for trades and other investments
  • Assist in preparing markets presentations and marketing materials
  • Assist in analyzing clients’ portfolios and provide investment advice Assist with audit and other compliance self assessment process
Requirements
  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • Minimum 3 years experience in the Assistant Relationship Manager or relevant position is preferred
  • Securities/Forex execution experience is preferable
  • Holder of SFC Type 1 and Type 4 licenses
  • Holder of IIQE Paper I and III licenses preferred
  • Good knowledge in wealth management products
  • Self-initiative and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Putonghua, English and Cantonese
  • Well versed in Microsoft Excel (Visual Basic preferable) and Chinese typewriting

Interested candidates please send your cv to suzanne.choi@levin.hk or contact us at 25200104

25-35K

3

Degree

Central


Enquiry: 25200104

To apply for this job, please send your CV to suzanne.choi@levin.hk


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