Sales Assistant, Wealth Management
China Everbright Securities International Company Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-06-09
- Career Level:Entry Level
- Location:Causeway Bay
- Qualification:Full Time, Permanent
- Job Function:Banking / Finance Financial Services Order Processing & Operation / Settlement Sales  
- Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Ref: SA/WM/080622DB/71
Responsibilities
- Provide effective and efficient sales support to the sales team
- Provide professional service to clients / potential clients
- Execute orders for clients
- Handle daily administrative & operational works for the department
- Develop and maintain good relationship with clients
- Assist in handling client account opening
- Perform documents checking to ensure all trade transactions are in compliance with internal procedures & guidelines and regulatory requirements
Requirements
- Form 7 or above
- 1 year's relevant experience in financial industry
- With HKMA / SFC License is preferred
- Good communication skills with strong sense of responsibility
- Well-organized and able to work independently
- Proficiency in MS Office applications and Chinese Word Processing
- Good command of both written and spoken English and Chinese. Fluency in Putonghua an advantage
- Candidates with more experience will be considered as 'Associate'
We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your present and expected salaries by clicking “Apply Now”.
For more information about China Everbright Securities International Company Limited, please visit www.ebshk.com.
We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.
Under the Personal Data (Privacy) Ordinance, you may request access to, and / or correction of your personal data in relation to your application. If you wish to do so, please email to us.
Company Info
EBSI Private
EBSI Private is a signature service brand of Everbright Securities International dedicated to serving high-net-worth (“HNW”) and ultra-high-net-worth (“UHNW”) clients. EBSI Private offers a full suite of one-stop, highly personalized solutions and professional services to help clients attain their highest goals by preserving, managing, and growing their wealth. EBSI Private’s distinct investment and financial service platform provides discerning clients with unique and exclusive services, as well as experiences that will open up new horizons for them and their families as they journey through life. EBSI Private also aims to build one of the best investment and wealth management teams to serve the HNW and UHNW client groups in the region. Everbright Securities International is an international business platform of Everbright Securities Company Limited (SSE: 601788, HKEX: 6178).
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