人才招聘

人才招聘

匯通永利集團歡迎有上進心、積極、熱誠並希望在投資管理行業開展成功事業的人才加入我們的隊團。欲加入匯通永利,您必須具備團隊合作精神,懂得自我推動邁向卓越,以及堅定不移地向目標進發。匯通永利提供一個讓您發揮潛力、充滿活力的工作環境。您將有機會與團隊及與管理層緊密合作,我們並會賦予您權力,讓您超越自己。

獨立資產管理 - 董事

獨立資產管理部門提供一個全開放式的架構,為最負盛名的客戶提供最好的投資平台。

 

主要職責包括:

  • 管理高淨值人士及家族客戶關係 
  • 制定和實施量身定做的金融解決方案從而反映客戶的目標和需要
  • 提供財富管理諮詢服務,並提供全球投資解決方案
  • 確定各項宏觀環境中的投資市場機會
  • 制定投資組合經營戰略,通過資產配置,達到分散風險和回報優化的投資目標
  • 確保客戶的投資組合符合契定的管理框架
  • 定期檢討投資組合表現和風險

 

條件要求:

  • 至少10年的財富管理經驗,私人銀行者優先考慮
  • 擁有大學學位,主修商業管,理金融或經濟學,特許財務分析師資格認證會額外優先考慮
  • 擁有金融產品和服務的知識,包括銀行,信貸,資產管理,信託和財務顧問的概念,充分認識高淨值市場的財務需求
  • 具有深厚客戶關係,在團隊的支持下,構建已有客戶投資組合
  • 具備企業家心態和團隊精神並擁有成功政績
  • 具有求知欲,創造力和個人誠信
私人財富管理 - 投資顧問

 主要職責包括:

 

  • 向投資總監報告及與客戶關係團隊向指定的客戶群提供投資方案
  • 與私人銀行研究部門合作,找尋投資機會和提供投資組合諮詢
  • 與其他投資團隊成員合作,達至協同效應最大化
  • 提昇客戶滿意度和業務生產力,跟據客戶風險狀況作出方案調整
  • 監控和跟進客戶投資佈署

 

條件要求:

  • 強而廣泛的金融產品專業知識
  • 具企業家精神,獨立的投資組合諮詢技能,能在壓力下工作
  • 擁有金融法規知識和風險文化
  • 具有優秀的人際關係技巧
Business Administration - Associate

Responsibilities:

 

  • Provide corporate secretarial services including company formation and prepare board resolutions for affiliated companies of the Group;
  • Maintain statutory filings and correspondence with relevant regulatory authorities;
  • Manage staff on-boarding and off-boarding process, prepare employment contracts and HR related letters, as well as SFC licensing related matters;
  • Review and verify client account opening documentation adhere to regulatory requirement and internal policies including KYC, CDD, AML, FATCA & AEOI;
  • Liaise with various external partners, including private banks, brokerage house and custodians in relation to administrative issues;
  • Coordinate with different business divisions, including frontline, operation, and management to streamline daily workflow; and
  • Participate ad hoc task as assigned

 

Requirements:

 

  • Diploma / Degree holder in Accounting & Finance, Business Administration, Secretarial Studies or related disciplines
  • At least 2 years of relevant experience is preferred, gained from banking, securities brokerage or asset management
  • Well versed in Company Ordinance, Securities and Futures Ordinance and other related regulations
  • Detail oriented, good organizing and planning skills with sound business acumen
  • Good command of written and spoken English and Chinese
  • Proficient in Microsoft Office applications
Operation - Clerk

Major responsibilities include:

 

  • Post-trade processing of securities, fixed income and structured products in HK/overseas market  settlement in the back office system and prepare settlement reports
  • Handling reconciliation and ensure discrepancies are rectified;
  • Handling the client’s instructions on fund deposit/withdrawal and securities transfer instructions;
  • Handling daily operations in CCASS including SI, ATI, cash prepayments, voting, entitlement options, eIPO / IPO application, etc.;
  • Handling and monitoring corporate action events in HK/overseas markets for related custody clients;
  • Assist for daily operation of discretionary accounts and produce internal portfolio reports; and
  • Work on ad hoc task as assigned by management

 

Requirements:

 

  • Secondary education or above
  • At least 1 year of settlement experience in securities brokers operation, knowledge in fund management operation would be an advantage
  • Sound experience in securities settlement, back office system and operation of CCASS, familiar with the settlement practices in HK and other global stock markets
  • Good accounting and understanding of regulatory environment in relation to settlement issues
  • Good command of written and spoken English and Chinese
  • Good knowledge of IT would be an advantage

除上述職位外,我們的後勤部門不時有職位空缺。如果有興趣申請,請將履歷電郵至careers@jvsakk.com

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