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KGI HONG KONG LIMITED

Sales Support Assistant, Global Markets (Ref:01027-FIMO-CP)

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
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