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Wealth Management - Secretary

CICC Hong Kong
Posted 5 days ago In-Office Job Permanent Negotiable

Job Description

• Coordinate the logistics of nationwide marketing trips.

• Collect staff marketing activity reports to maintain the department information systems.

• Answers phones extensively and professionally, screen calls, and deals with client requests/questions effectively and professionally.

• Uses the office equipment proficiently when copying and faxing documents. Always follows up with every detail, making sure faxes are sent and received by professionals and clients.

• Prepares and processes very complex expense reports, ensuring adherence to Firm policy. Timely follow-up with related departments and professionals regarding the processing status of the expense report and timely inform the professionals.

• Makes very complex travel arrangements effectively, including hotel accommodation, air tickets, and local transportation. Demonstrates forward-thinking solid ability.

• Manages schedules, extensively arranges/coordinates/updates of complex meetings, and appointments, and prepares correspondences, reports, minutes, and presentation materials for the professionals.

• Collect information and help the manager to prepare the department activities.

 

Skills and Abilities

• Holding a Bachelor’s degree from the university.

• Good command of Mandarin and English is required.

• Good PC skills, ability to use Microsoft Office.

• More than 3 years relevant experience working in a multinational company (from Private Banking or Private Wealth Management is a plus).

• SFC License would be a big plus.

• Mature, energetic, pleasant, and presentable.

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