junior arm (pb platforms, open to fresh graduates).

about the company.
Provides tailored investment solutions for ultra-high-net-worth families across Asia. As a leading independent wealth manager in Asia, was established to bring over 90 years of expertise to Asia’s wealth landscape. Offers comprehensive multi-family office services, focusing on bespoke investment strategies to match long-term goals, risk preferences, and unique financial structures.

• Assist relationship managers in implementing client services, onboarding new clients and compiling new account opening documents
• Support relationship managers for building and maintaining relationships with clients
• Provide client support and handle clients’ requests and trading instructions
• Handle pre-trade client suitability assessments and post-trade documentations
• Assist relationship managers in providing investment market updates and presentation materials for prospective investors and existing clients
• Obtain prices quotation from multiple platforms
• Execute trades on multiple asset classes
• Assist relationship managers to conduct ongoing portfolio monitoring
• Assist relationship managers to address any legal, compliance and risk issues
• Provide general secretarial and administration support, maintain and update client transaction records and reports
• Support on middle office
• Support various teams to handle ad-hoc tasks and projects

• Bachelor Degree in Business Administration, Finance, Risk Management or related disciplines
• Fresh graduated / 1-2 years of relevant working experience in sales support, trade execution and investment research
• Fluency in written and spoken English and Cantonese. Fluency in Putonghua is an advantage
• Sound capital market, investment and products knowledge
• Familiar with trade flow from front to back office
• Proactive learning with team work, can-do attitudes
• Proven organization skills with strong attention to details
• Excellent communication and interpersonal skills
• Proficient in Microsoft Office (Excel and Word)
• SFC Type 1, 4 and 9 licenses or HKMA licenses (Prefer)
• Other types of SFC licenses are an advantage