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Secretary (Wealth Management Company)JV Premier Finance Capital Group Limited
Secretary (Wealth Management Company)JV Premier Finance Capital Group Limited

Job Highlights

  • Provide secretarial to sales executive and teams
  • Prepare investment and insurance related documents
  • Undertake ad hoc projects/tasks as required

Job Description



  • Diploma or above in business administration or related disciplines, degree in finance is highly preferred.
  • Welcome for first graduates with financial degree or associated degree is related field.
  • 1 years of relevance secretarial experience proven track record in serving sales executives
  • Prefer candidates with banking and finance secretarial experiences.
  • Exposure in banking, investment brokage, insurance and wealth management company, any secretarial position in financial industry is highly preferred


  • General knowledge in investment products and wealth management services
  • Excellent command of written and spoken English and Putonghua
  • Good communication, interpersonal and analytical skills
  • Highly Proficiency in Window, MS Word, Excel, power point and Chinese Word Processing
  • High Language proficiency in both English and Chinese, fluency in Putonghua. 
  • Strong sense of responsibility, mature, independent, responsible
  • Can work under pressure with flexibility and handle multi tasks in a fast speed
  • Professional mannerism and proactive working attitude
  • Good communication and interpersonal skills
  • Well organized and detail oriented
  • Be honest and trustworthy
  • Ability to maintain highly confidential information.
  • Immediate available is preferred


  • Major Job Responsibilities:
  • Provide secretarial and all round support to senior sales executive and sales teams.
  • Ensure the correctness and completeness of investment and insurance related documents.
  • Prepare correspondence investment transactions reports by excel  and client presentation by MS power point and words documents etc.
  • Translation of relevant financial reports form English to Chinese.
  • Handle confidential information, maintain good filing system to ensure safe-keeping of records, correspondences and documents.
  • Coordinate and liaise with internal and external parties to ensure effective communication.
  • Undertake ad hoc projects/tasks as required.
  • Capable of managing multi-tasks and prioritize work efficiently and effectively in a fast-paced environment
  • Capable to handle all enquires and correspondence independently


Working Location: TST, Wan Chi, Causeway Bay (We have several offices )




Business traveling outside HK: Rarely but is part of job requirements




Flexibility on working days and hours is needed.


Additional Information

Career Level
Not Specified
Years of Experience
1 year
Employment Type
Full Time
Five-day work week