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To cope with our strategic plan to strengthen the regional presence of KGI in the Greater China region, KGI is now actively seeking for a number of high caliber professionals.
Job Vacancies
Post date: Jun 5, 2021
| Responsibilities
- Formulate plans and strategies for the overall digital business, including positioning of brand and identification of new market opportunities to drive growth, market share and profit.
- Design and implement a forward-looking, robust and consistent commercial framework in close coordination with key stakeholders, including regional office.
- Develop, implement and share best practice operations to improve effectiveness, e.g. metric reports, CRM, systematic target setting approaches, etc.
- Transform the business as Digital as a Channel by delivering more values to our clients through existing and new products and solutions.
- Monitor progress against objectives and change initiatives.
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| Requirements
- Bachelor Degree in Marketing or relevant discipline
- 10 to 15 years of relevant experience in a digital transformation, digital product development or related role. Previous experience in financial institutions, Fintech or Ecommerce industry is highly preferred
- Good understanding in Fintech, Ecommerce and industry players in the markets
- Hands-on experience working with both business and technical teams
- Familiar with investment and trading operations
- Structured and analytical
- Logical thinker and communicator
- Hands-on style and entrepreneurial mindset
- Highly agile while also having an appreciation for the importance of systems and processes
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| Responsibilities
- Assist the development of digital channel, customer journey, business cases, use cases, process flows, business requirement and wireframes
- Proactively develop, implement and manage the day-to-day tactics and execution of marketing activities across all channels and platforms, including online events and digital marketing campaigns
- Manage (content and technical support) website, mobile app and other digital enablement
- Work closely with all related internal & external partners on operation procedural update, including internal procedures, business partners’ policy and regulatory requirements
- Manage and liaise with creative and media agencies for SEO, SEM, Facebook and WeChat, etc. Hands-on experience on China Cross-border eCommerce, Social Media, Influencer Marketing is highly appreciated
- Monitor competitors’ activities, conduct market research and prepare analytic report for the best practice
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| Requirements
- Bachelor Degree in Marketing or relevant discipline
- 6-8 years of relevant experience in a product development or related role. Previous experience in financial institutions, Fintech or Ecommerce industry is highly preferred
- Good understanding in Fintech, Ecommerce and industry players in the markets
- Hands-on experience working with both business and technical teams
- Solid experience in Google Analytics, SEO or other media technologies that can drive the digital marketing efforts
- Familiar with the operation of online social platforms and promotion
- Can-do attitude, ability to work independently as well as a good team player, and strong drive to get things done
- Both agency and inhouse experience is an advantage
- Embrace agile methodology
- Proficient with Microsoft Office. VBA, Macro and JIRA will be an advantage
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| Responsibilities
- Lead sales team to achieve business targets.
- Build and recruit sales team.
- Offer total financial solutions to clients by leveraging products of Funds, Bonds, Notes, Equity and Insurance, etc.
- Work closely with Product and Support teams to offer suitable products and services to meet clients’ expectation.
- Lead sales team compliance with internal/external regulations and guideline.
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| Requirements
- Degree or above with major in Business Administration, Finance, or related degrees.
- At least 10 years' of experience in sales team head position in financial services industry
- Strong communication, interpersonal skills and client relationship management
- Holder of SFC license and Insurance Authority license
- Proficiency in English, Cantonese and Mandarin
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| Responsibilities
- Analyze markets and formulate investment strategies
- Construct model portfolios and asset allocation recommendations
- Lead sales team to achieve business targets.
- Make recommendations and provide advice on investment products according to market trends
- Coach, promote and support sales in the use of different investment products and tools
- Work pro-actively and closely with sales team on clients' portfolio re-balancing advice and attend clients’ meetings
- Be spokesperson for investment seminars
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| Requirements
- Degree holder and preferably CFA Charterholder
- Minimum 5 - 7 years’ working experience in the wealth management advisory area or front-line sales
- Sound knowledge on financial markets and investment products e.g. funds, bonds and structured products
- SFC and PIBA licenses will be required
- Self-confidence with strong presentation and communication skills
- Good command of English and Chinese (Putonghua and Cantonese)
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| Responsibilities
- Achieve business targets in revenue and AUM
- 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
- Be proactive in client acquisition
- Comply with internal/external regulations and guidelines
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| Requirements
- College or University and above
- Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
- Minimum 3 years' relevant experience in financial industry
- Sales-oriented with proven sales record and performance
- Good client network
- Good knowledge of financial products and markets
- Good communication, interpersonal skills
- Proficiency in English, Cantonese and Mandarin
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| Responsibilities
- 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
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| Requirements
- Form 7 or above
- Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
- Minimum 3 years' 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, interpersonal skills
- Language proficiency in English and Chinese
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| Responsibilities
- Provide quality and professional trade execution & customer service to client and sales with accuracy and efficiency
- Order placing, executing & confirming for client and sales using eBroker, SP System on overseas listed futures and overseas equity products
- Manage positions on our order placing Systems
- Respond to client enquiry
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| Requirements
- DSE graduates / Form 7 / Diploma or above
- A minimum of 2 years of experience in customer/dealing services in related industry
- Holder or potential holder of SFC Type 1 & 2 licenses
- Experiences in working with overseas listed futures & equity is a plus
- Good communication skills and must be PC literate and sensitive to numbers
- Fluent English, Cantonese and Putonghua
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| Responsibilities
- Monitor/Perform daily support for client account opening and data management
- Handle requests and enquiries from salesperson, regulators, auditors, IRD, etc.
- Prepare regular administrative and regulatory reports
- Work on process improvement initiatives
- Participate ad-hoc tasks as assigned from time to time
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| Requirements
- University graduate with 1 - 3 years relevant working experience
- Fluent in English, Cantonese and Putonghua
- Proficient in MS Excel, MS Access, Chinese Typing and preferably VBA
- High capability to adapt to changing working requirements
- Strong organizational, communication (written and verbal) and interpersonal skills
- Must display initiative and the ability to work independently
- Strong attention to details, analytical mindset and systematic thinking
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| Responsibilities
- Provide quality and professional customer service to client and sales including order placing, IPOs processing etc.
- Handle customer enquiry
- Provide administrative support to sales
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| Requirements
- Minimum 2-year experience in securities industry & with SFC RA1/RA2 licenses. Knowledge in investment products is an advantage
- Customer-oriented and proactive
- Good communication skill and must be PC literate
- Fluent in English, Cantonese and Mandarin
- May be stationed at Branches or Head Office as assigned by the company
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| Responsibilities
- Execute trades on investment products
- Assist Product Manager to educate and ensure sales fully understand the risk exposure of the corresponding products
- Reply to the inquiries from sales related to products
- Assist Product Manager to carry out marketing activities
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| Requirements
- University graduate with 1 - 2 years working experience in investment products including but not limited to fund, debt securities, structured notes
- Has insurance and MPF licenses, and eligible to apply for SFC Type 1 (Dealing in Securities) license
- Fluent in English and Cantonese, fluent in Putonghua is a plus.
- High responsiveness to market trend and customer needs
- Mature, patient in handling administrative affairs
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| Responsibilities
- To advise client on investment issues and execute clients’ order
- To generate new clients
- To expand the base of investment products
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| Requirements
- Form 7 or above
- Extensive client base
- Holder of SFC licenses RA1 (Dealing in Securities) RA2 (Dealing in Futures Contracts)
- Minimum 5 years’ solid experience in securities brokerage house
- Strong sales and customer orientation with good interpersonal and communication
- Proficiency in both English and Chinese; fluent in Mandarin is a plus
- Good PC skills
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We offer a competitive remuneration package and long-term career development to the right candidates. Interested applicants, please send your full resume and expected salary quoting reference either by the specified email above or by post to:
HR Department
KGI Hong Kong Limited,
41/F, Central Plaza,
18 Harbour Road,
Wanchai, Hong Kong
Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.
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