(Senior) Client Services and Sales Support, Crowdfunding

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Bridgeway Prime Shop Fund Management Limited
  • 29 Sep 16

We are seeking a dynamic and service oriented talent to join our progressive crowdfunding business, and build up a sustained and long term relationship with individuals and professional investors.

  • A Renowned SFC Licensed Co
  • New Headcount Hiring
  • Attractive Remuneration

 

Responsibilities:

  • Client Service - Manage and maintain client relationships and explore new business opportunities; Responsible for day to day ad hoc client requests for product information and handle client enquiries.
  • Sales Support - Report sales and progress to management; follow up with the clients’ fund subscriptions;
  • Business Partnership - Working with various internal & external parties to cater for clients' needs –especially working with the money lending business partner to understand business model;
  • Operation Management – Carry out account opening, compliance, KYC procedures and other ad hoc task as required in a timely manner.

 

Requirements:

  • University graduates;
  • Minimum 2 years’ working experience in finance/ money lending industry in a similar capacity. Candidates with more working experience may be considered for the position of a senior level;
  • Work experience and/ or knowledge in fund sales, SFC Licensed Co, or the operations of money lending platforms will be an advantage;
  • Type 1 license for dealing in securities under the SFO, work experience at SFC-licensed firm will be an advantage; Successful candidate without SFC license is required to take exams to obtain the requisite license for regulated activities;
  • Detail-minded and proactive working manner with excellent client servicing skills;
  • Able to work as a team, exceptional teamwork spirit and relationship management skills;
  • Capable of working under pressure;
  • Good command of written and spoken English and Cantonese; proven skill of Putonghua will be an advantage.

 

Company Profiles:

“Bridgeway Prime Shop Fund Management Limited (“Bridgeway”) is the first SFC-licensed asset management company in Hong Kong that focuses on giving investors a new way of investment, by focusing on its core strength in prime shop investments as well as crowdfunding, with a secondary trading platform.

Our scope covers a broad range of real estate and loan investment projects in Hong Kong, Mainland China and other major cities around the world. Bridgeway is licensed by the Securities and Futures Commission (“SFC”) to provide services in asset management, advisory and dealing in securities.

We are committed to providing our customers with different types of themed properties and loan funds, assisting them to invest in high-quality property and loan projects. Bridgeway’s services are offered solely to Professional Investors (as defined by the SFC), which generally refer to individuals or corporations having a portfolio of not less than HK$8 million or corporations having total assets of not less than HK$40 million. We look forward to sharing successes with our investors, partners, and collaborators through new way of investing.

Bridgeway is now licensed by the SFC for type 1, 4 and 9 regulated activities.

 

 

Please note that only short listed candidates will be notified. All information gathered will be treated in strict confidence and solely used for recruitment purposes.