Investment Assistant

  • Negotiable
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • China International Capital Corporation (HK) Ltd
  • 21 Jun 18 2018-06-21

Investment Assistant of Wealth Management in Hongkong

Job Description:

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