Preferred Investment Advisors (H.K.) Ltd. believes that a good team is the key to success in financial division, and we look forward to hiring, training and retaining the best talent to serve our high net worth clients.
If you are interested in joining our team and our future recruitment, please send your resume and cover letter to : carly.wu@preferredfund.com.
All personal information received will be kept confidential and used only for recruitment purposes.
Investment Department - Administration officer
Responsibilities:
- Assist and work with Private Banking Research to generate investment ideas and provide portfolio advisory services to wealth management clients.
- Support the preparation of relevant reports, presentation or proposal.
- Work closely with Product Manager and Account Managers to enhance client satisfaction and business productivity, aligning with client risk profiles.
- Ensure all transactions and trade bookings of the team are processed.
- Provide quality customer services, ensure all clients inquiries are handled and managed in time.
- Coordinate the works and communications of the team to ensure all regulatory requirements are being followed.
- Work closely with Account Managers for order executions.
- Execute securities transactions for clients with accuracy and efficiency.
- Manage any ad hoc projects as assigned.
Requirements:
- University graduate, major in Business or Finance is preferred.
- Good knowledge in wealth management business and investment products.
- Proficient in both spoken and written English and Chinese, fluent in Putonghua is must.
- Enthusiastic, mature, careful, diligent, patient, independent, good with numbers.
- A team player with good interpersonal and communication skills.
- Holders of HKSI qualification, CFA, CPA or CFP is an advantage.
- Hard working & willing to learn. Strong desire to take challenges.
- Ability to work under pressure and meet deadlines.