Portfolio Management Support Specialist

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI HONG KONG LIMITED Full time

Job Description

We are looking for a highly motivated Portfolio Management Support Specialist to join our team. The successful candidate will provide administrative support in portfolio management and contribute to the growth of our business.

Key Responsibilities

  • Support Relationship Managers in portfolio management tasks
  • Process orders and transactions efficiently and accurately
  • Provide timely and effective responses to client inquiries
  • Assist in maintaining accurate records and documentation
  • Contribute to the development of business strategies and plans

Requirements

  • F.7/HKDSE or above
  • Relevant experience in financial brokerage is preferred
  • Potential holder of SFC Type 1 and Type 2 licenses
  • Willing to learn, service-oriented, and results-driven
  • Good communication skills and proficiency in Microsoft Office applications
  • Sensitive to numbers
  • Proficiency in English, Cantonese, and Mandarin

What We Offer

  • Competitive salary and benefits package
  • Opportunities for career growth and development
  • Collaborative and dynamic work environment


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