Investment Dealing Specialist

4 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China IGNITE RECRUITMENT HONG KONG LIMITED Full time
Job Title: Investment Dealing Specialist

IGNITE RECRUITMENT HONG KONG LIMITED is seeking a highly skilled Investment Dealing Specialist to join our team. As an Investment Dealing Specialist, you will be responsible for managing and processing investment trade orders in accordance with regulatory requirements.

Key Responsibilities:
  • Collaborate with Private Banking Relationship Managers and Investment Product Specialists to manage and process investment trade orders.
  • Manage and update the execution desk's records to maintain accurate records of client investment orders, including fixed income, credit securities, and equities.
  • Maintain trade books, product inventories, and database accuracy.
  • Stay up-to-date with global financial markets and work with Investment Counsellors/Relationship Managers to update clients on relevant market updates.
  • Forward investment dealing documents to the operations department for processing before cut-off time and follow up on any trade discrepancies.
  • Collaborate with treasury functions on client securities funding instructions.
  • Support efficiency enhancement projects, such as process automation.
  • Coordinate with the team to provide Management Information System (MIS) reports to management as required.
Requirements:
  • Degree or above in finance or business-related discipline.
  • Possess HKSI paper 1,7,8 certification (HKSI 7,8 can be waived by relevant university degree) is a must.
  • 1-3 years of banking or financial services investment services/trade processing/dealings/operation experience.
  • Prior knowledge/experience in investment dealing and execution on equities, fixed income products, and credit securities products would be highly preferable.
  • Excellent oral and written communication skills in English.
  • Good customer service experience.
  • Candidates from banking backgrounds would be highly preferable.


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