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Account Executive 股票經紀

Long Asia Securities Limited

  • Company Industries:Others

Job Information

  • Post Date:2017-06-26
  • Location:Not Specified
  • Salary:Salary negotiable
  • Employment Type:Full Time
  • Job Function:Dealing & Trading  

Job Description

Long Asia Securities Limited

 

Responsibilities: 

  • Marketing development and maintain relationship with clients, and
    related supports to clients
  • Provide services to clients as account opening, and 
    handling client’s inquiries
  • Understand customer’s investment returns and risk tolerances level, 
    recommend investment opportunities and implement client’s investment strategies accordingly
  • Establish and manage client portfolio including daily dealing operations 
    of securities products in an accurate, timely and effective manner
  • Monitor the financial positions of customers’ accounts with regard to credit risk and 
    Know Your Client requirements
  • Perform deal sourcing, underwriting, marketing to placing and 
    due diligence works.
  • Assist in ad hoc assignments and projects

Requirements:

  • Diploma holder or above
  • Min. 2-3 years dealing solid experience, strong in online trading and 
    customer service experience
  • Possess stable client base and network (will be an advantage)
  • Relevant field experience is preferred
  • Licensed with SFC Type 1 (Dealing in securities) is a must; / 
    Pass in SFC LE Paper 1,7,8 preferred

 

Company Info

New incorporation for dealing in securities services.

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