job details

about the company. ...

Serving over half a million retail, private, and institutional clients, the firm offers a comprehensive financial services platform covering:

Equities, bonds, CFDs, commodities, and derivatives dealing
Private wealth management and structured investment solutions
Corporate finance, capital raising, and IPO underwriting
Equity research covering regional markets

about the job.

Order Execution: Accurately process and execute dealing orders from sales teams and clients in a timely manner.
Sales & Administrative Support: Provide end-to-end administrative assistance to sales professionals to ensure seamless client coverage.
Client Experience: Serve as a primary point of contact for client enquiries, delivering exceptional service and problem resolution.
Ad-Hoc Initiatives: Participate in special projects and cross-functional support as business needs evolve.

skills & experiences required.

Licensing & Experience: Currently licensed with the SFC or HKMA; minimum 2 years of relevant experience within Private Banking, Wealth Management, or Asset Management.
Language Skills: Excellent command of written and spoken English, Cantonese, and Mandarin.
Technical Proficiency: Strong skills in MS Office (Word, Excel) and Chinese word processing. Practical experience leveraging AI tools to enhance daily workflow efficiency is a strong plus.
Core Attributes: Proactive, highly responsible, and resilient in a fast-paced, high-pressure environment.
Interpersonal Skills: Outstanding communication abilities with a strong collaborative mindset.

about the company.

Serving over half a million retail, private, and institutional clients, the firm offers a comprehensive financial services platform covering:

Equities, bonds, CFDs, commodities, and derivatives dealing
Private wealth management and structured investment solutions
Corporate finance, capital raising, and IPO underwriting
Equity research covering regional markets

about the job.

Order Execution: Accurately process and execute dealing orders from sales teams and clients in a timely manner.
Sales & Administrative Support: Provide end-to-end administrative assistance to sales professionals to ensure seamless client coverage.
Client Experience: Serve as a primary point of contact for client enquiries, delivering exceptional service and problem resolution.
Ad-Hoc Initiatives: Participate in special projects and cross-functional support as business needs evolve.

...

skills & experiences required.

Licensing & Experience: Currently licensed with the SFC or HKMA; minimum 2 years of relevant experience within Private Banking, Wealth Management, or Asset Management.
Language Skills: Excellent command of written and spoken English, Cantonese, and Mandarin.
Technical Proficiency: Strong skills in MS Office (Word, Excel) and Chinese word processing. Practical experience leveraging AI tools to enhance daily workflow efficiency is a strong plus.
Core Attributes: Proactive, highly responsible, and resilient in a fast-paced, high-pressure environment.
Interpersonal Skills: Outstanding communication abilities with a strong collaborative mindset.

key responsibilities
Order Execution: Accurately process and execute dealing orders from sales teams and clients in a timely manner.
skills
sales assistant, dealings
qualifications
Currently licensed with the SFC or HKMA; minimum 2 years of relevant experience within Private Banking, Wealth Management, or Asset Management.
education
Bachelor Degree

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summary

hong kong
permanent
full-time

specialism
banking & financial services
sub specialism
middle office & operations
reference number
91M0273661_5062706154246491322

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sales assistant - wealth management.

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vicky ho

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