Private Wealth Sales Admin Associate

Haitong International Management Services Company Limited; Hong Kong Island; On-site; HKD 180,000 - 300,000; Full time

Job summary

Haitong International Securities Group Limited seeks a capable professional to support client account openings and coordinate with Front, Middle and Back Office on documents. You will assist in pre-trade suitability checks, order taking and post-trade reporting, and help with KYC and periodic reviews.

The role also involves preparing marketing documents and management reports. The ideal candidate holds a bachelor degree in Economics/Finance or related fields, with 1–3 years in Banking,

Qualifications

• Bachelor degree holder in Economics, Finance, Business Administration or relevant subjects.
• 1-3 years experience in Banking, Securities House, Wealth Management or Asset Management.
• Knowledge of investment product spectrum: equity, fixed income, derivatives, forex.
• Excellent writing and analytical skills.

Responsibilities

• Assist on client account opening and liaise with Front, Middle and Back Office for documents.
• Assist on investment orders with pre-trade suitability checking, order taking and post-trade reporting.
• Assist on KYC and periodic/review, credit review and other client matters.
• Prepare marketing documents and business statistics for management reports.

Skills

Banking

Securities

Wealth Management

Investment products

Education

Bachelor degree

Job description

Haitong International Securities Group Limited seeks a capable professional to support client account openings and coordinate with Front, Middle and Back Office on documents. You will assist in pre-trade suitability checks, order taking and post-trade reporting, and help with KYC and periodic reviews.

The role also involves preparing marketing documents and management reports. The ideal candidate holds a bachelor degree in Economics/Finance or related fields, with 1–3 years in Banking,