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Sales Support, Private Client Service

China Everbright Securities International Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2022-10-11
  • Career Level:Middle
  • Location:Causeway Bay
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Employment Type:Full Time, Permanent
  • Job Function:Banking / Finance  Corporate Banking  Investment  Wealth Management
  • Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week

Job Description

 Ref: SS/PCS/111022DB/23

Responsibilities

  • Provide professional customer services and sales support to investment consultants such as account opening, insurance application & policies service, and answering customer enquiries
  • Handle daily routine in settlement of various types of investment products, particularly wealth management products
  • Participate in company’s marketing, promotion and new sales staff recruitment activities
  • Support various administrative & clerical tasks, data entry and document filing
  • Assist in training of new sales supporting staffs

Requirements
  

  • Bachelor in any related discipline
  • Attain qualification of SFC license and insurance intermediary (HKSI and IIQE papers) preferred
  • Good team player with excellent interpersonal and communication skills
  • Strong sense of responsibility and able to work independently
  • Proficiency in MS Office applications
  • Good command of both written and spoken English and Chinese.  Fluency in Putonghua will be an advantage

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).

Now an exciting opportunity has arisen for a high-calibre professional to join our dynamic team for a rewarding career:
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