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Recruit Ref: L050324190
Posting Date: 2022-08-02

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Sales Support Officer (High net worth)
  • Provide support in managing high net worth client's portfolio, including trade execution (Structure products,
  • OTC swaps, fixed income products, mutual funds, securities, commodities, Fx and stock options), IPO Application.
  • Comply with any procedures required for trading structure product such as recording, completing application forms and initial financial needs analysis.
  • Process investment account opening for individual and corporate clients. Ensure compliance requirement were met for both remote and face to face account opening
  • Assist managers on the paperwork of insurance product and follow up claims or any issues from clients
  • Prepare investment summaries for clients for weekly updates, mainly by excel
  • Help to assist any ad - hoc tasks such as increasing trading line, updating CPQ regularly and clients' general enquires.


  • 2 years of relevant experience
  • SFC Type 1 and Type 2 license
  • Able to work at fast paced environment
  • Good working attitude with good communication skills

Banking / Finance / Securities / Investments 
Job Position Level:
Employment Term:
Min. Edu. Level Req:
Minimum QF Level attained:
Total Working Exp:
-- (Monthly)
Central & Western District
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