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Wealth Management - Investment Assistant

CICC Hong Kong
Posted 6 days ago Hybrid Job Permanent NA
I
Posted by
Iris Liu
Recruiter

Job Description:

The position is responsible for assisting Institutional Wealth Advisors to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative co-ordination with investment management, trading, operations, and customer services areas.

The job responsibilities associated with this role may be expected to include but not limited to:

 

Responsibilities:

· Helping Institutional Wealth Advisors to do the routine work, such as completing required paperwork, conducting research projects, record maintenance

· Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back office about trading settlement, and so on

· Prepares and processes meeting coordination, documents filling, expenses reports and travel arrangements

· Providing administrative coordination with investment management, trading, operations, and customer services

 

Job Requirement:

· Bachelor or above degree in Finance, Business Administration or related disciplines

· 1-3 years relevant work experience in financial services or banking industries preferable

· Good PC skills, ability to use Microsoft Office

· Fluent speaking of Mandarin, Cantonese and English

· Honest, integrity, hard working with inspiration

· Good teamwork and interpersonal skills

· Holder of SFC license preferable

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