• Act as an application owner. Manage enhancement requests and track the progress of bug fixing for designated applications with development teams and vendors.
• Responsible for digital platform implementation and enhancement projects
• Arrange regular upgrade of digital platforms 
• Understand business requirements and prepare user requirements including functions and features required across digital internal and external platforms to address business needs
• Coordinate and initiate digital projects with IT and back office department ensuring development & implementation alignment across business units
• Validate by testing actual implementation of business process & projects, focusing on variety of electronic trading systems, including enhancement of features and functions of such systems
• Identify and resolve issues and conflicts within the program, projects, and project management community and with other stakeholders if necessary.
• Responsible for training of our trading system and the development of User manual
• Handle regulator investigation and enquiries
• Preparation of test plan and test cases
• Co-ordinate UAT life-cycle with tester and IT
• Perform UAT on the online securities, futures and options trading platform
• Manage daily operations related to trading system
• Handle users enquiry of digital platforms

• Degree holder or above
• At least 2 years experience as a Business Analyst in financial service, preferably in local brokerage business and executing complex digital platform projects.
• Knowledge of investment products (securities, futures and options)
• Experience with Agile and Waterfall methodologies
• Strong project management skills with the ability to manage multiple projects simultaneously.
• Good problem solving skills, self-motivated, able to work independently
• Excellent communication and presentation skills with the ability to effectively communicate with stakeholders at all levels.
• A good team player who is proactive and with a strong sense of responsibility
• Effective oral and written communication skills
• Strong PC skills including MS Word, Excel, PowerPoint, Azure
• Proficiency in both spoken & written English, Cantonese and Mandarin

• Understand business requirements and prepare user requirements including functions and features required across digital internal and external platforms to address business needs
• Coordinate and initiate digital projects with IT and back office department ensuring development & implementation alignment across business units
• Validate by testing actual implementation of business process & projects, focusing on variety of electronic trading systems, including enhancement of features and functions of such systems
• Identify and resolve issues and conflicts within the program, projects, and project management community and with other stakeholders if necessary.
• Act as an application owner. Manage enhancement requests and track the progress of bug fixing for designated applications with development teams and vendors. Support Business user on trading and system related queries;
• Perform Users Acceptance Test (UAT) on the online securities, futures and options trading platform
• Co-ordinate UAT life-cycle with tester and IT
• Preparation of test plan and test cases
• Perform other ad-hoc projects and tasks as required
• Manage daily operations related to trading system
• Handle users enquiry of digital platforms

• Degree holder or above
• At least 3 years experience as a Business Analyst/Senior Business Analyst in financial service, preferably in local brokerage business and executing complex digital platform projects.
• Experience with wealth management products would be advantage
• Experience with Agile and Waterfall methodologies
• Strong project management skills with the ability to manage multiple projects simultaneously.
• Good problem solving skills, self-motivated, able to work independently
• Excellent communication and presentation skills with the ability to effectively communicate with stakeholders at all levels.
• A good team player who is proactive and with a strong sense of responsibility
• Effective oral and written communication skills
• Strong PC skills including MS Word, Excel, PowerPoint, Azure
• Proficiency in both spoken & written English, Cantonese and Mandarin

• Take ownership in handling daily trade flows and client requests, including pricing, executions and trade booking
• Handle daily operation including dealing, settlement, accounts, margin financing and customer service
• Perform account and KYC documents review and check the validity on forms for new accounts and amendments
• Perform quality control on reconciliations between front office and back-office system to ensure data capture accuracy and completeness
• Handle enquiries and ad-hoc tasks as required
• Monthly report generation accountability

• Diploma or above in Business/Finance or relevant disciplines
• Current holder of SFC license RA1 & R2 
• Solid +9 years’ experience of relevant experience
• Strong knowledge in Securities, Bonds and Structured Products
• Familiar with KYC and account documentation;
• Mature, independent and self-motivated, ability to work effectively under pressure and be a team player
• Detail-oriented with good communication and problem-solving skills
• Strong MS Excel applications and computer operation
• Proficiency in English, Cantonese and Mandarin

• Prepare timely and accurate management information including daily/weekly/monthly management reporting
  
• Support the team in performing management accounting reporting, analysis, planning, budgeting and forecasting
• Prepare annual financial budget, routine forecast and comparative analysis
• Perform ad hoc enquiries and requests as assigned by the Management
• Assist in ad hoc duties and projects as assigned by the Management

• Degree holder in Accounting and Finance discipline
• 1-4 years of experience in Financial analysis or management reporting
• Attention to details, highly numerical and high accuracy
• A good team player who is proactive and with a strong sense of responsibility
• Excellent written communication, excellent analytical & presentation skill
• Able to work under pressure
• Proficiency in Excel
• Proficiency in English, Cantonese and Mandarin
• Candidate with more experience will be considered a senior position

• Handle daily accounting functions in accounts payable and general ledger
• Handle monthly bill and expenses management
• Ensure Accounts Payable records are maintained properly and related Accounts Payable reconciliations are done on a timely and accurately basis
• Perform bank reconciliations
• Perform data entry and filing of accounting records
• Assist in month end closing process
• Perform ad hoc assignment and projects as assigned

• Form 5 /DSE or above
•  Accounting experiences in financial brokerage is preferred
• Willing to learn, service attitude and result oriented
• Independent, responsible, pleasant manner with good interpersonal skills
• Familiar with MS Office including Excel
• Knowledge of SUN Accounting and SAP-Concur is definitely an advantage
• Proficiency in English, Cantonese and Mandarin

Our Relationship Manager Program aims to develop and foster young talents and professionals to become our future leaders. During this journey, you will gain practical wealth management exposure through our comprehensive training and skill transfer. Most importantly, you will learn how to network, manage as well as providing first-class services to High Net Worth clients in our fast growing platform.

To help you succeed in your role and develop your financial planning and advisory skills, you will be guided and trained by product specialists. There will be on-the-job training and a mentor assigned to guide you.

• Monthly allowance plus attractive incentive scheme
• Well-structured and comprehensive training programs with mentor support
• Great career prospect and fast-track advancement opportunity

• Develop and maintain customer relationships within the high-net-worth segment customers
• Understand customers' wealth management needs and formulate appropriate solutions to meet the needs based on the customers' circumstances and risk appetite
• Promote full range of wealth management products and services to high-net-worth customers

• Degree holder in a related discipline such as Accounting & Finance or Economics
• Energetic, aggressive , self-motivated and result-oriented
• Willing to take on challenge and self-improvement
• Good interpersonal and communication skills
• Proficiency in English, Cantonese and Mandarin
• IANG visa holders are welcome
• Adaptable and able to thrive within a challenging environment
• Keen interest to excel in sales

• Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region
• Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
• Expand clientele and maintain good relationship to meet sales target
• Regularly review client’s needs and investment portfolio 

• Extensive client base
• Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
• Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company  
• Sales-oriented with good client network
• Good knowledge of financial products and markets
• Good communication and interpersonal skills
• Proficiency in English, Cantonese and Mandarin

• Reporting to Head of Treasury
• Handle Treasury daily operations including cash management and foreign exchange transactions
• Liaise with internal parties on arranging the daily funding required
• Ensure all the treasury workflows and operations are comply with related guidelines, policies and statutory requirements
• Support the administration of Treasury systems and to participate in the system maintenance and system enhancement projects
• Prepare regular reports to head office and management
• Perform ad hoc assignments and projects as assigned

• Degree holder in Finance, Accounting or related disciplines
• Minimum 5 years of working experience, preferably in the securities industry
• Experience in daily Treasury operations
• A good team player with strong analytical skills
• Proficiency in written and spoken English, Chinese and Putonghua

• Assist in handling account opening document 
• Execute client order including place order, record keeping and order confirmation
• Handle inquiries from client and relationship managers
• Assist the department for project
  
   

• Diploma / University graduate in business related major
• Minimum 2 years of the relevant experience in finance market
• Well-versed in excel, PowerPoint, word and other Microsoft office application
• Good communication skills
• Proficiency in English, Cantonese and Mandarin
• Putonghua-speaking experience with Taiwanese or Mainland Chinese would be an advantage
• Current holder or ready to possess SFC licenses RA1 (Dealing in Securities)

• Achieve revenue target 
• Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc. 
• Conduct regular portfolio review and re-balancing with clients to identify clients' needs and offer suitable products recommendations
• Comply with internal compliance guidelines and external regulation requirements

• College or University and above 
• Holder of SFC RA1 license. A technical representative under Insurance Authority is a plus
• 2 years of relevant experience in financial industry  
• Good knowledge of financial products and markets 
• Good communication and interpersonal skills 
• Proficiency in English, Cantonese and Mandarin