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

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