Responsibilities

• Conduct investment research and prepare analysis reports for clients
• Liaise with senior business managers for arrangement of corporate clients’ meetings
• Fulfill monthly and yearly sales target set by the senior management
• Conduct business and product development and outreach to HNW clients
• Manage and maintain client relationships and communication
• Will assume the role of fund managers given enough qualification and performance

Requirements

• Recent university graduates in Finance, Business or related disciplines
• Full-range financial markets & sales training are provided by senior mentor
• Confident with strong presentation and communication skills
• Holder or eligible to apply for SFC Type 1 or 4 and 9 Representative License
• Proficient in Excel usage and PPT presentations preparation
• Good command of written and spoken English and Chinese, including Mandarin