Institutional Sales & Trading Support Specialist

Valuable Capital Limited; Hong Kong; Presencial; HKD 350 000 - 550 000; Tempo integral

Resumo da oferta

Valuable Capital Limited in Hong Kong is seeking an Institutional Client Services professional to support the Sales & Trading team. You will manage onboarding for institutional and PI clients, process agreements, and coordinate with trading, compliance and risk control to ensure compliant service delivery.

You will provide product updates, seek cross-selling opportunities, and maintain accurate client records while delivering excellent service across all channels.

Qualificações

• Bachelor's degree or above in Finance, Accounting, Business, Banking, Economics or related subjects.
• Minimum 1–3 years of experience in client service or sales support; brokerage/wealth management experience preferred.
• Representative License under SFC for Type 1 and 2 a plus.
• Strong English, Cantonese and Mandarin communication skills; team player.

Responsabilidades

• Manage end-to-end onboarding for corporate, institutional and PI clients.
• Handle signing of client agreements ensuring compliance and accuracy.
• Coordinate onboarding tasks with Operations, Funding and settlement teams; assist on-boarding, fund in/out, deposits/withdrawals.

Conhecimentos

Client service

Sales support

Regulatory awareness

Formação académica

Bachelor's degree in Finance/related

Ferramentas

MS Office

Descrição da oferta de emprego

Valuable Capital Limited in Hong Kong is seeking an Institutional Client Services professional to support the Sales & Trading team. You will manage onboarding for institutional and PI clients, process agreements, and coordinate with trading, compliance and risk control to ensure compliant service delivery.

You will provide product updates, seek cross-selling opportunities, and maintain accurate client records while delivering excellent service across all channels.