保富投資顧問(香港)有限公司相信優秀的團隊是金融業成功的關鍵，我們期待聘請、培養和保留最優秀的人才以服務高淨資產的客戶 。
如果您有意加入我們的團隊及對我們未來的招聘有興趣，請發送您的簡歷和求職信到：carly.wu@preferredfund.com 。

收到的所有個人資料將被嚴格保密，僅用於招聘用途。
 

行政專員－投資研究部

1. Assist and work with Private Banking Research to generate investment ideas and provide portfolio advisory services to wealth management clients.
2. Support the preparation of relevant reports, presentation or proposal.
3. Work closely with Product Manager and Account Managers to enhance client satisfaction and business productivity, aligning with client risk profiles.
4. Ensure all transactions and trade bookings of the team are processed.
5. Provide quality customer services, ensure all clients inquiries are handled and managed in time.
6. Coordinate the works and communications of the team to ensure all regulatory requirements are being followed.
7.  Work closely with Account Managers for order executions.
8. Execute securities transactions for clients with accuracy and efficiency.
9. Manage any ad hoc projects as assigned.

1. University graduate, major in Business or Finance is preferred.
2. Good knowledge in wealth management business and investment products.
3. Proficient in both spoken and written English and Chinese, fluent in Putonghua is must.
4. Enthusiastic, mature, careful, diligent, patient, independent, good with numbers.
5. A team player with good interpersonal and communication skills.
6. Holders of HKSI qualification, CFA, CPA or CFP is an advantage
7. Hard working & willing to learn. Strong desire to take challenges.
8. Ability to work under pressure and meet deadlines.