Associate, Global Markets (Middle Office)

KGI 凱基; Hong Kong; On-site; HKD 360,000 - 480,000; Full time

Benefits offered by this job

Competitive remuneration

Long-term career development

Job summary

KGI Asia Limited in Hong Kong is seeking a capable professional to support onboarding due diligence, periodic reviews, and client data management in a dynamic financial services environment.

You will prepare sales materials, track performance, and assist with ad-hoc projects, utilizing MS Office and delivering accurate, timely information to internal teams and clients.

Qualifications

• University graduate in Business Administration, Finance or related disciplines.
• Minimum 3 years of experience within a financial services firm; KYC/Sales Support preferred.
• Excellent PC skills with MS Office (Excel, PowerPoint, Word).
• Proficiency in English, Cantonese and Mandarin.
• Ideally with HK SFC Type 1 License.
• Candidate with less experience will be considered for Analyst.

Responsibilities

• Assist in onboarding due diligence, periodic reviews, and trigger events.
• Prepare sales presentations and performance tracking reports.
• Manage client databases and enquiries.
• Provide administrative and operational assistance.
• Handle ad-hoc projects.

Skills

English

Cantonese

Mandarin

Education

University degree in Business Administration, Finance or related

Tools

MS Office (Excel, PowerPoint, Word)

Job description

KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.

Responsibilities

• Assist in onboarding due diligence, periodic reviews, and trigger events
• Prepare sales presentations and performance tracking reports
• Manage client databases and enquiries
• Provide administrative and operational assistance
• Handle ad-hoc projects

Requirements

• University graduate in Business Administration, Finance or related disciplines
• Minimum 3 years of experience within a financial services firm, experience in KYC/Sales Support will be preferred
• Excellent PC skills with good understanding of MS Office (Excel, PowerPoint, Word)
• Proficiency in English, Cantonese and Mandarin
• Ideally with HK SFC Type 1 License
• Candidate with less experience will be considered for the position of Analyst

We offer a competitive remuneration package and long-term career development to the right candidates.

For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.)

*KGI refers to KGI Asia Limited and its affiliates

^an investee enterprise of KGI Securities, not a subsidiary