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The position is responsible for assisting Investment Consultants 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:
Helping Investment Consultants 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
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
The preceding job description has been designed to indicate the general nature and level of the work performed by employees within this classification. It is not designed to contain or be interpreted as the comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.