KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.
Responsibilities
Assist in gathering and verifying client documentation for onboarding, periodic reviews, and trigger events
Support communication between sales team and internal departments
Prepare and maintain reports to monitor sales initiatives
Coordinate business travels, prepare presentation deck for client engagement
Support broader business initiatives
Handle ad-hoc projects
Requirements:
University graduate in Business Administration, Finance or related disciplines
Minimum 3 years of experience within a financial services firm, experience in KYC/Sales Support will be preferred
Strong analytical thinking, attention to detail, and a proactive, hands-on attitude
Excellent PC skills with good understanding of MS Office (Excel, PowerPoint, Word)
Ideally with HK SFC Type 1 License
Proficiency in English, Cantonese and Mandarin
For more details about career opportunities in KGI, please visit our website https://www.kgi.com.hk/en/others/careers
Please send application with resume and expected salary quoting the job reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.
(Personal data collected will be used for recruitment purpose only.)
*KGI refers to KGI Asia Limited and its affiliates
^an investee enterprise of KGI Securities, not a subsidiary
Job details
- Work Exp
- 3 Years
- Education
- Bachelor Degree
- Industry
- Financial Services / Investment / Securities
- Job Function
- Sales / Business Development / Customer Service > Customer service / Sales Support, Banking / Finance > Private Banking / Wealth Management
- Location
- Admiralty
- Employment Type
- Full Time
- Published On
- 7 Jul 2026
