Job Descriptions:

• Assist Portfolio Managers in tactical investment ideas or portfolio advisory across multiple asset classes including equities, funds and bonds for HNW clients
• Provide quantitative analysis on equity and fixed income for potential investment opportunities
• Execute trades as directed by Portfolio Manager
• Assist in other investment-related activities

Requirements:

• Degree holder in Economics, Finance or other related disciplines
• License holder of SFC Type 4 & 9 with 1-2 years experiences in investment analysis, preferably from financial institutions or asset management firms
• Good analytical, presentation and communication skills, team player, proactive and strong numerical senses
• Solid knowledge in financial market
• Good command of spoken and written Chinese, proficiency in Mandarin is a MUST
• Immediate available is highly preferred

Job Descriptions:

• Execution of a full spectrum of corporate finance assignments including IPO, M&A, corporate financial advisory transactions and fund raising exercises
• Assess potential deals by conducting market research, valuation analysis and financial modeling
• Comprehensive analysis on pre and post IPO projects and securities market
• Carry out full execution works including listing documents, drafting announcements and circulars, conducting due diligence, preparing pitch books and business proposals
• Liaise with other professional parties and the regulatory authorities to ensure a smooth run of IPO process and full compliance is met

Requirements:

• Degree holder in Finance, Economics, Law, Accounting or other related disciplines
• Holder of SFC Type 6 RO License, with CPA and/or CFA qualification is an added advantage
• 5-8 years of experience in handling IPO and financial advisory transactions, preferably from financial institutions or HK listed company
• Exposure in listing on U.S. stock exchange is an added advantage
• Conversant with HK Listing Rules and the updated regulations
• Good knowledge in securities market and corporate finance activities
• Strong analytical mind, independent, problem solver and good presentation skills
• Excellent communication skills in Chinese and English (Mandarin is a must)
• Occasional travelling is required

Job Descriptions:

• Provide professional wealth management and investment services to high net worth clients (insurance, bonds, funds, equities etc.)
• Strengthen and expand current client base by actively bonding with them and identifying potential investment opportunities based on clients' investment needs and business referrals
• Formulate clients acquisition tactics through workable sales strategy and execution of marketing event/sales activities to generate business
• Comply with full compliance with internal guidelines and external regulatory bodies

Requirements::

• Minimum 3 years experiences in wealth management serving HNW individual clients. Candidates in CS role in financial institutions who wish to move to frontline will also be considered and on-the-job training will be provided
• Degree holder in Finance-related disciplines with licenses in PIBA-TR, HKSI, IIQE, SFC etc.
• Good knowledge in insurance products, bonds, funds and other wealth management products
• Sales-oriented with good relationship building and customer service skills
• Excellent communication skills in Mandarin and English
• Occasional travelling is required
• Candidates with more relevant experiences will be considered as VP (or above)

Job Descriptions:

• Providing technical development for mobile and web applications
• Developing feasible systems to improve operations and office automation
• Providing system support on related in-house developed systems
• Preparing system development documents

Requirements:

• Higher Diploma holder or above in Computer Science, Engineering or related fields
• Minimum 3 years’ relevant working experience
• Experience in mobile development (Android & IOS)
• Experience in web development (PHP, JQuery, CSS, HTML5 & MySQL)
• With strong sense of responsibility and eager to learn
• Immediate available is preferred

Job Descriptions:

• Lead his/her sales team to provide professional wealth management services to high-net-worth clients
• Formulate and implement business development plans in order to grow client base and AUM
• Provide professional services and identify the existing and prospective customers’ needs with insurance, securities, and company's own wealth management products
• To explore more business opportunities by effective market strategies and planning

Requirements:

• University degree or equivalent
• High Net worth Clients resources or network
• Sales team head experience in Financial Institutions / Banking industry.
• Mature, analytical, well-organized with excellent interpersonal skills
• Holders of IIQE and HKSI licenses
• Good command of both spoken and written English and Chinese (Putonghua is a must)
• Proficient of MS-Office and Chinese word processing
• Immediate available is preferred

Job Descriptions:

• Develop and maintain good relationship with distribution channels
• Organizing and planning of sales activities for business development
• Manage clients' account portfolio and maintain close relationship with clients
• To execute investment transactions for investors
• Formulate sales strategy and marketing events

Requirements:

• University degree or equivalent
• At least 3 years of sales or sales assistant experience gained from financial institutions
• Sales-oriented with good analytical and professional presentation skills, good communication and interpersonal skills
• Excellent knowledge in funds and portfolio management
• Good command of both spoken and written English and Chinese (Putonghua is a must)
• Occasional travelling is required
• Proficient of MS-Office and Chinese word processing
• Immediate available is preferred