David Ip Email & Phone Number

Hong Kong

香港特別行政區

香港

香港

Maintain existing high net worth and institutional clients and assist in dealing such as placement, block trade, odd trade, cross trade, bought sold note, etc.- Problem solving, client's enquiries via various channel.- Work with internal departments, such as Credit control, settlement, legal & compliance, IT to make sure all operation comply with regulations.Account opening for on-boarding clientsGlobal dealing desk on duties when necessary, manage global securities and… Show more Maintain existing high net worth and institutional clients and assist in dealing such as placement, block trade, odd trade, cross trade, bought sold note, etc.- Problem solving, client's enquiries via various channel.- Work with internal departments, such as Credit control, settlement, legal & compliance, IT to make sure all operation comply with regulations.Account opening for on-boarding clientsGlobal dealing desk on duties when necessary, manage global securities and futures trading (HK, TW, US, LN, Malaysia stock market etc.)- Trading HK stock for institutional clients and high net worth clients at discretion.- Execute HK stock grey market for existing client via SAT.- Route overseas stock orders via Bloomberg for clients.Update daily news to VIP clientsMonitor and remind client the latest margin requirement for equities and futures trading- Monitor client's portfolios to make sure they have enough maintenance margins.Marketing Promotion- Use social network to promote companies activities. Show less

香港

¤ Answer clients questions about Hong Kong securities and global futures.¤Handling Securities and futures account opening.¤Handling company's direct hotline.¤Meeting client with sales director for some business trip. And KYC, when need.¤ Handle clients enquirer or complain, access client’s data to help solve problems such as account balance issues, trading software error, etc. Make sure clients satisfy.¤ Help Promote company’s marketing activities… Show more ¤ Answer clients questions about Hong Kong securities and global futures.¤Handling Securities and futures account opening.¤Handling company's direct hotline.¤Meeting client with sales director for some business trip. And KYC, when need.¤ Handle clients enquirer or complain, access client’s data to help solve problems such as account balance issues, trading software error, etc. Make sure clients satisfy.¤ Help Promote company’s marketing activities. ¤Dealing and trading for Hong Kong securities and global futures. Show less

香港

¤ Handle clients calls about securities and futures dealing trades or deposit and withdrawal order.¤Handling Account opening(When Customer walk in, face to face serve customer.)¤Handling hotline with futures products( Hong Kong Futures and Global Futures).¤Assisting Sales Director for some Secretary work. And prepare accounting opening forms when necessary.¤ Handle clients enquirer, access client’s date help solve problems such as account balance issues, trading… Show more ¤ Handle clients calls about securities and futures dealing trades or deposit and withdrawal order.¤Handling Account opening(When Customer walk in, face to face serve customer.)¤Handling hotline with futures products( Hong Kong Futures and Global Futures).¤Assisting Sales Director for some Secretary work. And prepare accounting opening forms when necessary.¤ Handle clients enquirer, access client’s date help solve problems such as account balance issues, trading software error, etc.¤ Make a commission table for daily, monthly. To help analysis client financial information. Show less

香港

Assistant Officer¤ Provide professional customer services to clients in relation to global financial products trading (Bonds) and account opening (Cash, Margin, Personal, Corp.) etc.¤ Handle clients calls about securities dealing trade or deposit and withdrawal order.¤ Handle NEW IPO, prepare and distribute NEW IPO information to internal department.¤ Prepare and distribute daily, weekly and monthly reports. (Institutional Turnover report, and Hong Kong and Taiwan Stock Market… Show more Assistant Officer¤ Provide professional customer services to clients in relation to global financial products trading (Bonds) and account opening (Cash, Margin, Personal, Corp.) etc.¤ Handle clients calls about securities dealing trade or deposit and withdrawal order.¤ Handle NEW IPO, prepare and distribute NEW IPO information to internal department.¤ Prepare and distribute daily, weekly and monthly reports. (Institutional Turnover report, and Hong Kong and Taiwan Stock Market Report.) ¤Handling Account opening(When Customer walk in, face to face serve customer.)¤Meeting with Managing director by schedule, provide opinions about how to raise company’s service.¤Assisting Director for some Secretary work. And prepare accounting opening forms when necessary.¤Assisting Dealing Manager for transfer order record to Settlement Department. And handle IPO orders.¤Assisting Sales Manager for contact customer about their stock Corp. action. And their information update. Show less

Hong Kong

¤ Contact clients and provide daily stock, monitor their portfolio and provide trade suggestion.¤ Handle clients enquirer, access client’s date help solve problems such as account balance issues, trading software error, derivatives OTM question and Mandatory Call alert, etc.¤ Submit personal daily stock pick (basic macro economy point of view and knowledge, Technical analysis, annual report study.)¤ Communication with inactive customers, give the some reliable financial… Show more ¤ Contact clients and provide daily stock, monitor their portfolio and provide trade suggestion.¤ Handle clients enquirer, access client’s date help solve problems such as account balance issues, trading software error, derivatives OTM question and Mandatory Call alert, etc.¤ Submit personal daily stock pick (basic macro economy point of view and knowledge, Technical analysis, annual report study.)¤ Communication with inactive customers, give the some reliable financial advice to help increase their trading volume, finally increase companies commission and customer capital. Show less