Job ref no.: CT3118690-01#0378

Sales assistant, Intermediary and Mutual Recognition Team

Bosera Asset Management (International) Co., Limited

Benefits
  • Dental plan
  • Medical plan

Bosera Asset Management (International) Company Limited

Sales assistant, Intermediary and Mutual Recognition Team

Responsibilities:

  • Coordinating client-related activities to ensure that the firm successfully delivers upon the agreed operating and reporting requirements of our clients.

  • Attending to client requests including Due Diligence questionnaires, ad-hoc enquiries etc.

  • Prepare and translate fund reports to meet regulator and clients’ requirement.

  • Assist the Know Your Client and ensure that all client service related activities are fully in compliance with the processes and procedures contained in it.

  • Work closely and leverage on other internal functions such as Investment Management, Operation, Legal & Compliance and Finance to ensure the clients' requirements are met.

  • Working closely with the team to develop marketing strategy and program with the respective business.

  • Work on marketing programs, campaigns, events and presentation/sales materials

 

Requirements:

  • Bachelor Degree in Finance, Banking, Economic, Business Administration or related discipline.
  • Minimum 1 year experience gained from financial industry.
  • Good communication skill in English and Cantonese.

 

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More job information
Job ref no. CT3118690-01#0378
Salary
  • N/A
Job Function
Industry
Location
  • Central
Employment Term
  • Full-time
Experience
  • 1 year - 6 years
Career Level
  • Entry level
Education
  • Degree