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