At Enoch, we pride ourselves on our reputation. We are a Better Business Bureau (BBB) accredited company and have been voted as a Great Place To Work®. Partnering with some of the best companies in the Alternative Investment field, like Capital Direct, Avenue Living, Centurion, and Intercorp, you'll have access to top-tier opportunities to help your clients grow wealth and save taxes while being compensated for your efforts and grow your career. Join us today and take the first step toward a rewarding sales career in financial products!

Job Overview
Are you passionate about capital market? Do you enjoy exploring investment options and understanding high-level financial solutions? If yes, we are looking for Dealing Representatives to join our team. As a Dealing Representative, you will play a critical role in introducing clients a range of investment products. You will communicate with clients to understand their needs and help them achieve their financial goals.

您对资本市场充满热情吗？您喜欢探索投资选择并了解高层次金融解决方案吗？如果是的，我们正在寻找交易代表加入我们的团队。作为交易代表，您将在向客户介绍各种投资产品方面扮演关键角色。您将与客户沟通，了解他们的需求，并帮助他们实现财务目标。

Key Responsibilities

Responsible for conducting KYC (Know Your Client) checks on prospective clients
Introduce suitable investment products to clients, address customer questions, and concerns while maintaining confidentiality and accuracy
Act as a point of contact for frontline staff in handling customer problems
Work closely with existing and prospective customers to review investment products, recommend suitable products based on their financial goals
Stay knowledgeable about emerging issues, evolving regulations, and industry codes of conduct
Participate in KYP (Know Your Product) seminars and be knowledgeable about all investment products on our product shelf in a reasonable period of time and present them accurately to clients
Strive to achieve and improve service level agreements and productivity targets
Ensure documents are prepared consistently with relevant regulations and in a way that properly reflects business intentions
Participate fully as a team member, build a positive and diverse work environment, assist and mentor others in the completion of work activities, and address communication issues efficiently
负责对潜在客户进行KYC（了解您的客户）检查
向客户介绍合适的投资产品，解决客户的问题和担忧，同时保持保密性和准确性
在处理客户问题时，充当一线员工的联络人
与现有和潜在客户密切合作，审查投资产品，根据他们的财务目标推荐合适的产品
对新出现的问题、不断变化的法规和行业行为准则不断学习并保持清醒的认识
参加KYP（了解您的产品）研讨会，在合理的时间内对我们产品架上的所有投资产品有足够的了解，并向客户准确呈现
努力实现并提高服务水平和业务目标
确保文件的准备符合相关规定，并能正确反映业务意图
积极参与团队合作，建立积极向上又多元化的工作环境，协助和指导他人完成工作任务，并有效解决沟通出现的问题

Requirements

Proficiency in Mandarin or Cantonese
Post-secondary school diploma with over 1 year of relevant experience
Completion/in-progress of CSC Course and/or EMP would be a plus
Excellent customer service and strong relationship building abilities
Entrepreneurial and collaborative spirit
A self-initiator with strong organizational, planning, and time management skills
精通普通话或粤语
大专学历，具有1 年以上相关经验
完成/正在进行CSC 课程和/或EMP 课程者优先考虑
出色的客户服务和较强的人际关系建立能力
具有企业家精神和合作精神
具有自我激励的能力，具备较强的组织、计划和时间管理能力

Benefits:
Company events
Employee assistance program
Flexible schedule
Profit sharing
Work from home
Flexible language requirement:

Licence/Certification:
Exempt Market Proficiency (preferred)
CSC (preferred)
CFA (preferred)