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Responsibilities

• Settle payments for securities and mutual fund purchases and sales with clients.
• Process Automated Transfer System (ATS) transactions for payment settlements, collateral deposits, and withdrawals.
• Follow up on overdue payments related to purchase transactions.
• Prepare reports, such as securities trade confirmations and ATS-related documentation, ensuring accuracy and timely completion.
• Comply with company policies and regulatory requirements.
• Provide accurate and timely information to the regulator and other relevant stakeholders.
• Monitor and maintain records of relevant documentation, including withholding tax certificates and ATS result notifications issued by financial institutions.

Qualifications

•  Bachelor’s degree (or higher) in Finance and Accounting, Economics, or related fields.
•  3–5 years of experience in Settlement or related fields.
•   Ability to work effectively in a team, prioritize tasks, meet deadlines, and adapt to changing priorities.
• Proficient in Microsoft Word, Excel, and PowerPoint.
• Excellent communication and interpersonal skills.
• Ability to multi-task and work under pressure.
• Ability to coordinate effectively with internal and external business units.

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

Responsibilities

• 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.

Responsibilities

• 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.

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.

Responsibilities

• To analysis requirement, identify system impact, design solutions, and transform to technical task specification that support efficient and effective business operation work.   
• Closely working with business users to understand business needs, provide consultant and support.  
• To lead architecture system design for business enhancement and fixing any production issues with ensure the system performance and stability.     
• To lead system analyst/full stack developer include design, coding, testing and prepare deployment.  
• To help the team with problem solving on any technical issues.  
• To design, coding and testing the application programs.  
• To support production, investigate and fix any issues.  

Qualifications

• Bachelor's Degree / Master's Degree (IT, Computer Engineering, Computer Science, MBA, Economics, or related fields.) 
• 5-7 years’ experience in system analyst, and/or development.  
• Experience in java, angular, react and GO development. 
• Experience in trading business especially in structure note, single block trade is a plus.  
• Experience in CI/CD, Kubernetes is a plus.    
• Teamwork, problem solving and good communication skills. 
• Ability to work under pressure and tight timelines.  

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

Responsibilities

• Prepare payment transactions.
• Record  accounting entries.
• Review  tax invoices/ receipts with related payments.
• Co-ordinate with  vendors and other departments.
• Ad hoc assignments. 

Qualifications

• Accounting / Finance fields.   
• 1-2  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.

Responsibilities

Job Summary: We are looking for a personable and articulate Product Specialist to support our Sales team in presenting and explaining complex financial products, such as structure note, to clients. This role is essential in helping clients understand our offerings and ensuring the Sales team is equipped with the right product knowledge and tools.

• Partner with Sales teams to support client meetings and product presentations.
• Clearly explain complex financial products to sale/clients in an engaging and accessible way.
• Facilitate sales/clients to ensure smooth account opening/ HNW qualification / Products selling processes.
• Collect client feedback and collaborate with the Product team to enhance offerings.
• Assist in developing product-related materials such as presentations and brochures.
• Build and maintain strong relationships with sale/clients to ensure long-term satisfaction and loyalty.
• Stay informed about product updates, market trends, and competitor products.

Qualifications

• Bachelor’s degree or higher.
• Proven experience in sales, preferably in financial services.
• Excellent communication and interpersonal skills
• Friendly, confident, and professional demeanor.
• Strong customer service orientation and problem-solving abilities.
• Ability to work independently and manage time effectively.
• Willingness to travel and meet clients face-to-face.