Recruit Ref: L05141959
Posting Date: 2021-09-16
BV Investment Limited
Licensed Representative (SFC Type 9)

Job Highlights

  • Professional firms experiences preferred
  • Qualified for SFC license (type # 9)
  • Working with energetic team

Job Description

BV Investment Limited is looking for candidates who have experience in working in growing companies and professional qualifications.  In order to cope with our expansion, we are seeking Licensed Representative to join our team.

  • Build and maintain close relationships with institutional clients and high net worth clients;
  • Assist investors to understand their investments;
  • Perform financial analyses to clients on regularly basis;
  • Identify new business opportunities proactively;
  • Be responsible for developing bespoke marketing materials, including research analysis and other investor communications (e.g., webinars, online articles, video content etc), also report to the senior management.
  • Prepare pitch books and presentation materials for product roadshow and institutional sales.
  • Ad hoc projects as assigned.

To qualify for the role, you must have:

  • Bachelor degree or above in Finance, Accounting or related discipline(s);
  • At least 4 years of solid experience in professional firms, wealth management or banking industry. Candidates with lesser experience will be considered at associate position;
  • Strong communication skills and sense of commitment;
  • Strong report writing skills, with ability to create and organize varying forms of business information while developing it into cohesive, meaningful, professional reports and presentations;
  • Good knowledge in rules, regulations, operations, and different products & services offered by wealth management industry is a plus.
  • Fluent Cantonese, English and Mandarin speaking;
  • Good writing skills in English and Chinese (traditional & simplified);
  • Familiar with the SFC regulatory environment of Hong Kong.
  • Licensed representative for SFC type# 9 is a must, and type# 1 & 4 are plus.

Please email to admin@seii.com


Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
Middle 
Employment Term:
Full Time 
Min. Edu. Level Req:
Bachelor 
Total Working Exp:
4 
Salary(HKD):
--
Benefits:
--
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