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

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