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
職位簡介:
- 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.
職位要求:
- 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.