• Leading North America Int’l platform 
  • Front Office Client Service & Sales Support
  • Funds & Multi-asset classes products exposure

Representing one of the largest wealth management brokerage arm of top ranking North American Bank to search for multiple Sales Supports to provide comprehensive client service, product advisory & trade execution.

Our Client


Job Duties

  • Report to Investment advisors to support business development, client service and on-going management/monitoring of multi-asset classes of investment portfolios
  • Responsible for account opening and KYC documentation 
  • Handle daily trades execution and resolve trades issues by communicating with product professionals, counterparties and operation team
  • Monitor daily client investment accounts activities
  • Other administrative support and ad hoc projects as required 


  • Degree holder in Finance/ Accounting or related disciplines with at least 4 years front office sales support and client service relevant working experience earned from securities or private banks
  • Good understanding with mutual funds, equities and fixed income products
  • Good communications and client servicing skills
  • HKSI Licensing Examination Papers 1
  • Able to meet deadlines and handle high pressure
  • A team player and able to work independently
  • Proven organization skills with strong attention to detail
  • Excellent computer skills, including MS Word and MS Excel
  • Proficient in English and Mandarin 
Industry : Banking & Finance
You may also interested in......
  • Promising Equities Dealing & Advisory Career
  • Buyside Opportunity w/ Excellent Bank Benefits
  • Global Private Bank w/ Worklife Balance
Job Duties
  • Reporting to Head of Equity Advisory & Dealing & partner with a small professional team
  • Accountable for global equity trade execution & advisory for external UHNW families & clients by collaborating with experienced private bankers & investment advisors
  • Provide tailored investment trade ideas in accordance to clients’ risk and regulatory requirements
  •  Regional Business Management & Support
  •  Project Lead to Drive Expansion & Vendor Mgmt
  •  Rewarding Private Equity Career
Job Duties
  • Report to CFO and Senior Partners, ensure the smooth operations of daily business activities
  • Oversight Business Management and IT, Compliance and CSEC vendors
  • Assume key project lead to drive process improvement, digitalization and expansion initiatives
  • Leading Treasury / Capital Market Banking Group
  • Regional Coverage including HK, PRC, SGP and JAP
  • Multicultural Environment and Job Security 
Job Duties
  • Nostro/cash accounts reconciliation and discrepancy investigation 
  • Responsible for regional trade processing/settlement in a timely manner
  • Extensively liaison with internal stakeholders across Asia across Front Office, Risk, Trade Control Operations and Finance departments
  • Global Corporate and Investment Bank
  • Fixed Income & Rates Derivatives Products
  • Regional MTB Office Processing hub
Job Duties
  • Responsible for regional trade processing/settlement in a timely manner
  • Check confirmation to ensure smooth trade lifecycle
  • Initiate investigation on trade operations related issues by liaising with internal stakeholders across Front Office, Risk, Trade Control Operations and Finance departments
  • Global Capital Market/Banking Group
  • Established FICC Product platform
  • Int’l Environment & Worklife Balance
Job Duties
  • Market data management including pricing data validation of various global markets financial instruments/products with data vendors
  • Ensure the data quality from data source providers such as Reuters, Bloomberg prior to circulating to front offices sales traders, risk, operations, accounting and IT departments
  • Facilitate internal set up for new products, market data collection process improvement, or data distribution and control related initiatives etc