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Recruit Ref: L0517583
Posting Date: 2021-07-19
Gary Cheng Securities Limited
Gary Cheng Securities Limited

Gary Cheng Securities Limited (CE No.: BGB334) is the wholly-owned subsidiary of Gary Cheng Group. We provide comprehensive and excellent securities brokerage, transaction settlement and investment consulting services to our clients. With the expansion of our Asset Management wing (Type 9), we are sourcing high calibre to join our team.

Client Relationship Officer 客戶關係主任(5-day work)

You will experience in:

  • Build and maintain close relationships with institutional clients and high net worth clients;
  • Identify new business opportunities proactively and promote in-house products;
  • Assist clients in account opening and fund subscription;
  • Assist in preparing bespoke marketing materials, including research analysis and other investor communications (e.g., webinars, online articles, video content etc).
  • Prepare the sales materials and presentations for clients and introduce the objectives and process of investment products to clients;
  • Ad hoc projects as assigned.

Desired skills and experience:

  • Bachelor degree or above in Finance, Accounting or related discipline(s);
  • At least 3 years of solid experience in brokerage firms, wealth management or banking industry. Candidates with lesser experience will be considered at associate position;
  • Holder of SFC RA 1 & 4, RA 9 is a plus
  • Strong communication skills, customer-oriented and sense of commitment;
  • 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);

Remuneration and benefits:

  • Annual Leave, Birthday Leave and attractive performance bonus

Interested parties please send a full resume indicating with your present, expected salary package and earliest date available to recruit@garycheng.com.

The information provided will be treated in strict confidence & be used only for consideration of your application. We may retain the unsuccessful applications for a maximum period of 24 months.


Summary
Industry:
Banking / Finance / Securities / Investments 
Job Position Level:
General 
Employment Term:
Full Time / Permanent 
Min. Edu. Level Req:
Bachelor 
Total Working Exp:
3 
Salary(HKD):
--
Location:
Kwun Tong District / Kwun Tong
Benefits:
  • Five-Day Work
  • Medical Insurance
  • Performance Bonus
  • Travel Allowance
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Keywords: Client Relationship Officer 客戶關係主任
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