About this role
Client Analyst – Intermediary at Nb. Location: Hong Kong, /, Hong Kong. Role: Handle inquiries, Maintain records, Coordinate events Requirements: Asset management or intermediary sales experience; strong investment product knowledge; Salesforce proficiency; Bloomberg/Morningstar/Seismic a plus; HKSI/SFC licenses; bilingual Cantonese, English, Mandarin; finance/business degree preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Bloomberg, Morningstar, Seismic Certifications: hksi paper 1, hksi paper 7, hksi paper 8, sfc type 1, sfc type 4 Commitment: Full Time Workplace: Onsite Languages: English, Chinese