Associate, Products & Trade Support
2 months ago
Job scope:
Immerse in hands-on experience in private wealth management
Client onboarding and account maintenance
Learn about investing and asse..
Job scope:
- Immerse in hands-on experience in private wealth management
- Client onboarding and account maintenance
- Learn about investing and asset classes via comprehensive training programs
- Specialize in financial products including bonds, funds, structured products and OTC derivatives
- Become proficient in product management and client engagement
Responsibilities:
- Complete training modules on investing and financial products
- Support Sales on day-to-day tasks including; Client enquires, Account opeing and review, Complete relevant documentation requirements, Pre-Trade, Trade and Post-Trade process, Complete relevant documentation requirements
- Support the Products team on day-to-day engagement and operation including; product design and pricing,product lifecycle management, product performance and portfolio review, product due diligence (back up)
- Participate in Products team ad-hoc projects
Requirements:
- Degree or Diploma holder
- Major in Finance, STEM (Science, Technology, Engineering, Mathematics) or Accounting is a plus
- 1-2 years of relevant experience
- Strong analytical skills and attention to detail
- A passion for financial markets, investment strategies, and client service
- Effective communication and interpersonal skills
- Fluency in English and Chinese (Mandarin or Cantonese) is required for effective communication with clients
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