JOB DESCRIPTION

Responsibilities:

• Support relationship managers in client relationship management, including account onboarding, KYC procedures, processing client transactions, and providing back-office assistance.
• Liaise with private banks, securities firms, insurance brokers, and other institutions to address and resolve daily client inquiries.
• Execute trades for financial products, including foreign exchange (FX), equities, mutual funds, and structured products.
• Provide administrative and operational support to the team to ensure efficient workflow.
• Assist in financial operations, such as daily payments, intercompany reconciliations, third-party payables/receivables, monthly invoicing, and processing employee expense claims.

Requirements:

• Degree holder with HKSI Paper 1 qualification.
• Related working experience in financial institution is preferred.
• Cantonese speaking skill is required. Good command of English writing and reading.
• Strong communication skills and proficiency in common office software.

Please send in your full resume with last drawn, expected salary and availability to Bond West Application Email Address : [email protected] or via “APPLY” button.