Job Highlights
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Competent in handling daily transactions
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Assist in preparing markets presentations
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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