Job Descriptions

- Create requirement & roadmap of what to build for the Global Securities products.

- Managing client’s portfolio and conduct asset allocation.

- To formulating asset allocation strategy as well as designing investment solutions for individual client.

- To approach and maintain good relationship as well as provide a good services to K Private Banking customers.

- Integrate a new technology into a 
business.

- Provide training and support to investment consultants.


Qualifications

- Bachelor's degree or higher in Economics, Finance, Accounting or any related fields.

- Strong knowledge of Global investment products.

- Be able to communicate in English.

- Strong communication, visualization, and presentation.

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Job Description

• Analyze global and domestic economic performance and outlook and recommend the appropriate investment product both onshore and offshore to Financial Consultant (FC).
• Monitor and follow up the market situation and factor that impact market as well as provide data to FC team.
• Coordinate with other departments to develop financial products and enhance business opportunities.
• Being a part of Strategic team to create, design, and plan the efficient and interesting investment product lines and asset allocation.
• Coordinate with FC on regularly monitoring and evaluating portfolio performance as well as provide recommended actions (rebalancing or changes in allocation) in anticipation to changes in financial market conditions.
• Client visit upon FC requests.

Qualifications

• Bachelor’s or master’s degree in Economics, Finance or related fields.
• Minimum 3 years of experience in relevant positions.
• Possessing IC complex license and CFA will be a big plus.
• Proficient in Bloomberg system is preferable
• Strong interpersonal, communication, negotiation and selling skills
• Must be a person who has can-do attitude, self-motivate and quick learner.
• Must be a multi-task person who is able to work under pressure and solve problems with constructive method.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Financial Consultant (FC)

Job Description:

• Responsible for managing relationships with existing wealth clients and acquiring new potential wealth clients.
• Plan, analyze, and assess investment need of clients in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Manage and monitor client’s portfolio through variety of investment products; Stock, mutual fund, bond, structured product, offshore investment etc.
• Maintain a proficient comprehensive on up-to-date investment environment, and able to transform into sales activities.
• Accommodate transactions of all available products on shelf.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client’s objectives.
• Collaborate with internal teams to coordinate complex financial transactions.
• Upselling and cross-selling opportunities to the

Qualifications:

• 3+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.
• IC Complex 1 License is a must, IP License. Passionate about Financial Planning
• Possession of CFP, AFPT
• Understanding of financial markets, investment products, and wealth management principles.
• Excellent interpersonal skills and  the ability to build trust and rapport with clients.
• Proven track record of achieving sales targets and building a successful client portfolio
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
• Excellent in interpersonal, communication, and presentation skills
• Pleasant personality, Proactive, Goal-driven, and Self-motivated

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Responsibility

• Responsible for managing relationships with existing clients and acquiring new potential clients.
• Plan, analyze, and assess investment need of clients in portfolio, together with recommend suitable investment solution to each client based on risk appetite and preference.
• Advise on a diverse range of investment products, such as Equities, Mutual Funds, Bonds, Structured Product, Offshore Investment and alternative investments.
• Monitor market trends, financial news, and economic indicators to provide informed recommendations and be able to transform into sales activities.
• Accommodate transactions of all available products on shelf.
• Monitor and review clients’ financial progress regularly, ensuring alignment with their objectives and adjusting. Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Monitor and review investment performance, conducting periodic portfolio rebalancing to align with client’s objectives.
• Upselling and cross-selling opportunities to maximize the business's potential.
• Collaborate effectively with internal teams, including Sales and Operations, to ensure the delivery of seamless and integrated services.

Qualifications:

• 3+ years in financial advising, investment consulting, or wealth management roles including knowledge of developing and implementing financial plans and managing investments.
• IC Complex 1 License is a must, IP License. Passionate about Financial Planning.
• Possession of CFP or AFPT.
• Understanding of financial markets, investment products, and wealth management principles.
• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Proven track record of achieving sales targets and building a successful client portfolio.
• Maintain strong relationships with company’s clients to boost our brand and profits in the long-run.
• Excellent in interpersonal, communication, and presentation skills.
• Pleasant personality, Proactive, Goal-driven, and Self-motivated.

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.

Responsibilities 

• Review daily cash position.
• Prepare and review accounting entries related cash transactions.
• Prepare and review invoices and receipts.
• Prepare and review daily and monthly reports.
• Approve  all bank transactions.
• Co-ordinate with KBank and other banks.
• Ad hoc assignments. 

Qualifications 

• Accounting, finance or any related fields.   
• 3-4  years work experience in accounting/Finance
• Able to work under pressure  
• Good communication skills 
• Good command in English skills will be advantage. 

Remark: This position requires a criminal record information check prior consideration for employment to ensure safety and maintain standards of the organization.