Key Responsibilities

• • • • • • • • • • Manage end-to-end CIES applications (eligibility, documentation review, submissions, and occasional errands)

                  • Advise clients on CIES investment requirements, compliance, timelines, and renewal procedures

                  • Monitor qualifying investments and generate periodic reports

                  • Provide administrative support for sales operations and execute dealing orders as needed

                  • Address sales and client inquiries with quality service

                  • Assist in ad-hoc projects

Requirements

• • • • • • • • • • • Minimum 3 years of hands-on CIES application experience

                    • Solid knowledge of CIES regulations, qualifying investments, renewal criteria, and regulatory issues

                    • Self-motivated, detail-oriented, with strong documentation, tracking, and deadline management skills

                    • Excellent interpersonal and communication skills

                    • Fluent in English, Chinese (Cantonese), and Mandarin

                    • SFC licenses an advantage