Marketing Representative

Phillip Securities (HK) Ltd; Hong Kong Island; On-site; HKD 312,000 - 502,000; Full time

Job summary

Phillip Securities (HK) Ltd is seeking a Marketing & Client Services professional to support ETF, MMF, and discretionary account initiatives. The role combines copywriting, content creation, and direct client interactions to promote products and maintain relationships.

The ideal candidate has 1–2 years in financial institutions, strong English/Cantonese/Mandarin, and familiarity with marketing tools such as MS Office, Canva, and Adobe Creative Suite. Licensing is a plus.

Qualifications

• Bachelor’s degree or above in Finance, Marketing, Business Administration, Communications, or related disciplines.
• 1–2 years of experience within financial institutions, asset management, or brokerages (high-performing fresh graduates considered).
• Basic working knowledge of ETFs, MMF, and Discretionary Account structures.
• Excellent command of English, Cantonese, and Mandarin; strong multilingual copywriting and communication skills.
• Licensing: SFC Type 4 or Type 9 preferred, or willingness to obtain licenses upon joining.

Responsibilities

• Marketing Content Creation: draft and produce marketing materials (factsheets, pitchbooks, market highlights).
• Event support: organize online and offline promotional events (webinars, exhibitions, live streams).
• Client service & onboarding: handle inquiries and onboarding for discretionary accounts.
• Client communications: distribute monthly performance reports, account statements and market updates.
• Market research: monitor competitor campaigns, fee structures, and yields for ETF and MMF products.

Skills

Copywriting

Client services

Marketing

Content creation

Education

Bachelor’s degree or above

Tools

MS Office

Canva

Adobe Suite

Social media tools

Job description

This position is primarily responsible for supporting the execution of marketing initiatives and handling fundamental client services for ETFs, MMFs, and Discretionary Account services. The ideal candidate should possess a keen interest in financial markets, strong copywriting and communication skills, and the versatility to handle both promotional content creation and direct client interactions.

Product Focus: Exchange Traded Funds (ETFs), Money Market Funds (MMFs), and Discretionary Accounts.
Key Responsibilities

1. Marketing & Content Creation

Marketing Collateral & Copywriting: Assist in drafting and producing marketing materials, including product factsheets, pitchbooks and market highlight articles.

Event Support: Assist in organizing online and offline promotional events (e.g., webinars, industry exhibitions, live streams).

2. Client Service & Operational Support

Client Inquiry Handling: Act as the primary point of contact via phone, email, or online platforms to resolve client queries regarding ETF, MMF and discretionary account.

Client Onboarding: Assist with the onboarding process for discretionary account clients.

Client relationship maintenance: Support the regular distribution of client communications, including monthly performance reports, account statements, and market updates.

3. Market Research & Analytics

Competitor Tracking: Conduct regular market research to monitor competitor marketing campaigns, fee structures, and yield performance across ETF and MMF products.

Requirements & Qualifications

Education: Bachelor’s degree or above in Finance, Marketing, Business Administration, Communications, or related disciplines.

Work Experience: 1–2 years of experience within financial institutions, asset management, brokerages firms (high-performing fresh graduates will also be considered).

Product Knowledge: Basic working knowledge of ETFs, MMF, and Discretionary Account structures.

Licensing: SFC Type 4 (Advising on Securities) or Type 9 (asset management) license holder preferred, or willing to obtain licenses upon joining.

Language Proficiency: Excellent command of English, Cantonese, and Mandarin, with strong multilingual copywriting and communication skills.

Technical Skills:

• Proficient in MS Office suite (especially PowerPoint presentation design and Excel).
• Familiarity with design tools such as Canva, Adobe Creative Suite (Photoshop/Illustrator), or basic video editing tools is a plus.
• Familiarity with social media management and digital marketing tools.

Personal Attributes: Detail-oriented, proactive learner, strong team player, and able to work effectively under pressure.

Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• What is your highest level of education?
• Are you experienced with copy writing and content creation?
• Which of the following languages are you fluent in?
• Which of the following SFC Licenses do you hold?

Phillip Securities Group is a member of PhillipCapital. PhillipCapital was founded in Singapore in 1975. Our member companies operate in 16 financial hubs, with offices in Singapore, Hong Kong, China, US, Japan, UK, France, Australia, Malaysia, Thailand, Indonesia, Sri Lanka, Turkey, India, Cambodia and Dubai. Currently, we have more than 3,500 staff in Asia and Europe with total shareholders’ fund in excess of US$1 billion.

In Hong Kong since 1984, we offer a full range of financial services which include asset management, bond and securities broking, futures & options, foreign exchange, unit trusts, insurance, investor education and investment research. With a strong financial position and together with a 600+ dynamic sales force to provide high standard professional services to our clients, we are now one of the most fully fledged financial services firms in Hong Kong.

At Phillip, we provide you the necessary platform to scale to greater heights. If you have the drive and aggressiveness to go the extra mile, the opportunity awaits you. Don't miss the chance to join the winning team and advance your career with us!