Portfolio Management Support Specialist
2 days ago
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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