Associate, Products & Trade Support

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
1-3 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

See also