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An international provider of banking and insurance services is looking for a Registered Sales Associate to join the Private Banking Division. This role will require the associate to work closely with the IP team and the Operations team. Reporting to the Business Manager, the successful candidate will be responsible for:
Job responsibilities:
to assist the Investment Professionals (IPs) in the expansion of the client base
to respond to the operational elements of account related client enquiries
to process and review client orders
to review client accounts
to open new accounts and process account changes
to assist is distributing company literature
Job Requirements:
Maintain HK SFC Licenses.
The Sales Associate will have or will be capable of obtaining the necessary local
and/or NASD certifications, including as described below.
University Degree is not strictly required but is preferred.
Minimum two years’ experience as a Sales Assistant
English is essential, Cantonese and Mandarin
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