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Recruit Ref: L050324190
Posting Date: 2022-08-02
INSPIRE SOLUTIONS LIMITED
INSPIRE SOLUTIONS LIMITED

We are a team of experienced recruitment agents who work with our genuine hearts to inspire and help anyone who crosses our path.​

In addition to our pool of candidates and job openings, we believe that every case begins with a solid understanding on each candidate's personal background and even the tiniest job specifics — as the foundation of a truly inspired referral.

Above and beyond the assignment itself, we build long term relationships as your partner, and add values that help organizations and individuals grow.


We are here to make recruitment better.

Better for our clients and our candidates.

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.

Requirements

  • 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

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