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PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong.
The ECF sets out an enhanced level of competency expected of Relevant Practitioners in the Private Wealth Management industry. Relevant Practitioners have to meet the work experience prerequisite and examination requirements under the ECF before applying for the CPWP certification. Certified Practitioners are required to apply for the certification renewal on an annual basis.
Key Job Responsibilities:
Review applications under ECF from Relevant Practitioners
Organize and assist in the committee meetings for ECF topics and assessment of applications under ECF
Participate in the development of online system and database for applicants and applications under ECF
Handle inquiries from members in relation to application process and guidelines under ECF
Provide guidance to team members in relation to the application processes
Update, maintain, and ensure accuracy of relevant information in the database system
Support Senior Manager on other tasks and projects
Coordinate and support PWMA meetings, events, seminars, and networking activities as required
Provide general support and cover for team members
University graduate or above
3-5 years of working experience in private wealth management or other financial services industry, with experience working with client-facing staff preferred
Good communication and interpersonal skills
Good command of English and Cantonese. Good Putonghua is an advantage.
Proficiency in Microsoft Office, including good Word, Excel and PowerPoint skills
Experience with database management and online platforms
Pleasant personality, self-motivated, mature and independent
Well organized and attentive to detail
Interested parties please send your application letter with resume stating your current and expected salary.