Responsibilities
• Provide operational support to Investment & Financial Services department including equities, mutual funds settlement, withdrawal & transfer, transaction confirmation etc.
• Oversee daily operations and investment products settlement functions including deal matching, day-end procedures and CCASS operations etc.
• Support Corporate Action for equity market and fixed income instruments
• Set up and enhance procedures and workflows for various asset classes
• Ensure operation procedures in compliance with applicable regulatory rules and internal guidelines
• Participate in evaluating system enhancement, UAT and projects
• Handle ad hoc projects as assigned

Requirements
• Degree holder in Finance / Business Administration or related discipline
• Minimum 5 years relevant experience in securities firm with at least 2 years of supervisory experience 
• Familiar with settlement operations for securities, futures, options and OTC financial products
• Capable to drive and deliver result on operations improvement and systems enhancement projects 
• Good knowledge in the Exchanges rules and SFC regulations
• Strong leadership and good communication and interpersonal skills
• Good command of written and spoken English and Chinese
• Immediate available is highly preferred

Responsibilities
• Develop and manage the professional sales team in achieving team sales target
• Provide advice, consultancy service and effective support to team members
• Plan and implement market strategies and promotion programs to acquire new clients and improve clients engagement
• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• At least 4 years of relevant experience with team management and supervisory experience
• Well-equipped direct team with minimum 2 insurance agents
• Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
• Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
• CFP / CFA qualification preferred but not essential
• Good market sense and strong knowledge on insurance or investment products
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Senior District Manager

What we offer
• 5-daywork
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

Responsibilities
• Acquire and build good relationship with existing and new target customers
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Participate in promotion programs to acquire new clients and improve clients engagement
• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• Minimum 4 years of relevant experience with proven track record
• Pass IIQE (Paper 1,2,3,5) and fulfill the competency requirements to carry out insurance sales activities as defined by Insurance Authority (IA); or
• Pass HKSI Licensing Examination and fulfill the competency requirements to carry out regulated activities as defined under Securities and Futures Commission (SFC)
• CFP / CFA qualification preferred but not essential
• Good market sense and strong knowledge on insurance or investment products
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Principal Manager

What we offer
• 5-day work
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

Responsibilities
• Acquire and build good relationship with existing and new target customers
• Provide a wide spectrum of financial advices and solutions to customers and identify up-selling and cross-selling opportunities:-

• Insurance Protection
• Securities Investment
• Wealth Management

• Engage in end-to-end financial service which includes customer needs identification, solution recommendations, application fulfillment and after-sales services
• Participate in promotion programs to acquire new clients and improve clients engagement
• Ensure all selling processes and activities are in compliance with the Company policies and all regulatory guidelines

Requirements
• University graduate in business administration, economics, finance or related discipline preferred
• Welcome fresh graduates / IANG holders
• Experience gained from sales or customer services sector in any industry
• Pass IIQE (Paper 1,2,3,5) preferred but not essential
• Energetic and outgoing with enthusiasm in achieving goals
• Excellent communication, interpersonal and relationship building skills 
• Good command of spoken and written English, Cantonese and Mandarin

Candidate with more experience will be considered as Manager

What we offer
• 5-daywork
• Attractive basic salary with competitive commission scheme
• Structured training program on a wide range of investment products to equip the high-calibre talent as all-rounded financial professionals
• Comprehensive products platform for up-selling and cross-selling
• 15-25 days' Annual Leave
• Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children graduation leave, children wedding leave, etc.)
• Promising career prospect with structured career ladder

優厚佣金制度．彈性工作時間

職責
• 開拓本地、國內、海外目標客戶群
• 與客戶建立良好關係，開拓客戶群組
• 提供投資建議並協助客戶進行買賣交易

任職條件
• 中五或以上程度
• 具銷售經驗及固定客戶群者優先
• 通過保險中介人資格考試 (IIQE)
• 持有證監會發出RA1或RA2代表牌照或考獲證券及期貨從業員資格考試 (包括:卷一、卷七、卷八)
• 主動積極，良好溝通技巧