Description
We are seeking exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients. As an Investment Professional in the Hong Kong Market Team, you will work closely with our Client Advisors to provide support in all facets of daily business routine.
Job Responsibilities:
- Own the full trading life-cycle, from pre-trade checks, trade execution to booking and post-trade checks
- Develop an in-depth knowledge of all asset classes and products offered by the Private Bank
- Manage documentation (Alternatives, Suitability, Investment Parameters, OTC etc.)
- Act as a primary contact with external clients for day-to-day account administration, servicing, execution of investment securities and products
- Partner with the Client Service team and any other member of the broader team in the daily management of Accounts and Credit facilities
- Assist advisors in preparation for client meetings, help prepare and provide analysis of investment performance or other client presentations
Required qualifications, capabilities, and skills:
- Bachelor’s degree in Finance or Business or equivalent in any discipline
- Minimum 3 years of client service and/or relationship manager support experience in Private Bank, with background in brokerage and/or trading
- Dynamic and independent team player who possesses strong interpersonal and communication skills
- Ability to work both independently and as a team player
- Ability to work under tight market deadlines and accuracy in executing Clients’ directed orders
- Absolute discretion when dealing with confidential matters
- Strong organisational and prioritisation skills are required alongside effective judgement from risk and escalation perspectives