Sales Trader, Wealth Management

Position Description

This position is to support the Sales Trading & Dealing team in business relationship development and responsible for maximizing revenues from Clients & Professional Investors. The overall objective is to drive revenue and to optimize profitability and resource utilization.

Key Areas of Responsibilities

• Execute equity orders in various markets for professional clients in all covered markets
• Maintaining close business relationships and developing new accounts to achieve maximum revenue
• Handle client’s requests / enquiries and provide them with information on market movements
• Liaise with dealers/ dealing team to perform trade execution for clients
• Analyze market information and trends to identify optimal trading opportunities
• Identify issues affecting clients’ investment decisions
• Develop and maintain good relationship with the clients and present trading ideas to clients
• Collect clients’ information and feedback to central clients’ database
• Follow up client account/ sub-account opening documents requirement
• Involve a role in Ad hoc Projects and system enhancement

Requirements

• Postgraduate degree holder in related discipline
• SFC licensed person with Type 1 and 2 and familiar with local regulatory and compliance requirements
• 5-8 years solid sales trading experience in equities and futures products
• Experience in dealing with corporates, fund/investment managers and/or hedge funds
• Familiar with OTC Bond, Funds and Structure Products trading; Virtual asset trading would be an addition
• Experience in using Bloomberg with knowledge in Algo trading, DSA trading, Excel
• Sales/ revenue result driven, able to work effectively under pressure and be a team player, client oriented and willing to work extended hours
• Honestly, independent, creative and aggressive attitude
• Good command of written and spoken English, Cantonese and Mandarin

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