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Job Function
Commercial Appraiser Trainee
Description
Responsibilities:-
- Work independently or support senior sales in business development and client relationship management with Institutional Sales Clients, Corporate Clients, Pension Fund, Sovereign Fund, Fund of Fund, etc.;
- Support senior sales to maintain good relationship with existing distributions and expand the distribution network;
- Conduct market research and other supports to assist the team in business development;
- Prepare regular marketing materials, fund report and newsletter to distributors, including retail banks, IFAs, insurance agencies, etc.;
- Coordinate KYC team to handle KYC onboarding, due diligence or other compliance related work, RFP and structuring of fund related activities;
- Other ad hoc duties meet sales targets as assigned.
Requirements:
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- Bachelor's Degree holder or above in Economics, Finance, Accounting or related fields with overseas educational background will be a plus;
- With 2-5 years' relevant experience gained in fund house;
- Type 4 and 9 license holder is preferred;
- Familiar with SFC and other relevant regulations related to AML/CTF;
- Presentable, result-driven with strong initiative and drive to succeed;
- Positive and proactive attitude, team player, ability to work in a complex rapidly evolving workplace and team required;
- Good proficiency in MS Office (Excel, Word and PowerPoint);
- Good command in written and oral English and Chinese including Putonghua.
Please click "Apply Now" to submit your application with CV attachedstating both the existing and expected salary. Personal data collected will be used for recruitment purposes only.
Job ID: 80785914
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