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Client Services and Dealing Analyst, International Securities and Wealth Management Brokerage Firm

ProJob21.com Limited

  • Company Industries:Human Resources Management/Consultancy

Job Information

  • Post Date:2017-10-13
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Investment  Dealing & Trading  Equities / Capital Markets  

Job Description

  • Leading North America platform
  • Excellent exposures in Front office
  • Great opportunity to multi-asset classes products

Representing one of the largest banks in North America ranked at top 60 on the global 2000 listing to invite trilingual Dealing Assistant to join their expanding regional team!

Main role of this incumbent is to provide all-round support to the professional Investment Advisor(s) with duties including

  • Managing existing investment portfolios, investment ideas and developing new business
  • Handling account opening and KYC documentation
  • Handle daily trades and resolve trades issues by communicating through extensive liaison between internal staff across different departments from front offices sales, compliance, finance and operations
  • Monitoring daily client investment accounts activities
  • Other administrative support and ad hoc projects as required

 

Requirements:

  • Degree holder in Finance/ Accounting or related disciplines with at least 5 years relevant working experience in Sales and Trading and dealing supporting acquired from International Securities firms
  • Knowledge of brokerage and investment products (Futures & Securities) is a must
  • Excellent communications and client servicing skills in both written and oral English, Cantonese and Mandarin
  • HKSI Licensing Examination Papers 1, 7, 8 & 9 or equivalent
  • Able to meet deadlines and handle high pressure
  • A team player and able to work independently
  • Proven organization skills with strong attention to details
  • Excellent computer skills, including MS Word and MS Excel

 

Interested candidates, please email your update resume in MS WORD format to us soonest.

Also come visit www.ProJob21.com to discover other exciting career opportunities!

All information received will be kept in strict confidence and used for employment-related purposes only.

 

Company Info

ProJOB21 is a home grown recruitment firm established in 2000, and since then we are proud to be partnering with the most reputable clients from fortune 500 companies including luxury retail and notable consumer brands, as well as high profile private banks & asset management; private equity & CIBM. Our business philosophy is rooted in the concept of Integrity, Pragmatism, and Caring to our candidates and clients, our team, and our local community.

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