Responsibilities:

• Serve as the liaison for clients regarding inquiries and provides team support
• Processes and manages new account documentation/opening
• Execute equity, derivative, fixed income and fund trades
• Handles cash management, foreign exchange transactions, currency hedging and money markets trades
• Assists teams in subscribing hedge funds, private equity funds
• Performs portfolio analysis and management including asset allocation, valuation analysis and portfolio performance review
• Prepares client presentation materials
• Assist on projects related to new business development, strategic planning, product development and other marketing infrastructure issues

Requirements:

• At least 4 years or above relevant experience in another top tier Global Private Banks supporting Relationship Managers is a MUST.
• Bachelor degree in a Finance or related discipline
• Mother tongue in Cantonese and fluent in English as well as Mandarin
• Ability to work in a fast-paced environment within a team-oriented structure
• Excellent analytical, communication, and interpersonal skills
• Strong organizational skills and attention to detail
• Knowledge of Microsoft Office software (Outlook, Excel and Word)
• HK SFC paper 1 an advantage