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
職位詳情
- 工作經驗
- 3年
- 學歷
- 學士
- 行業
- 金融服務 / 投資 / 證券
- 職能
- 銷售 / 業務發展 / 顧客服務 > 客戶服務 / 銷售支援, 銀行 / 金融 > 私人銀行 / 財富管理
- 地區
- 金鐘
- 僱用類型
- 全職
- 發佈日期
- 2026年7月7日
