工作职责:
1. Helping Institutional Wealth Advisor to do the routine work, such as completing required paperwork, conducting research projects,
record maintenance;
2. 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;
3. Preparing and processes meeting coordination, documents filling, expenses reports and travel arrangements;
4. Providing administrative coordination with investment management, trading, operations, and customer services.
任职资格:
1. Bachelor degree or above; Finance, Business Administration or related disciplines;
2. Holder of SFC license preferable;
3. 1-3 years relevant work experience in financial services or banking industries preferable;
4. Upright, humble, diligent with high moral values;
5. Good PC skills, ability to use Microsoft Office;
6. Fluent speaking of Mandarin, Cantonese and English;
7. Honest, integrity, hard working with inspiration;
8. Good teamwork and interpersonal skills.
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