Investment Assistant Investment Assistant …

China International Capital Corporation (HK) Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 22 Jul 19
Negotiation
China International Capital Corporation (HK) Ltd
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Last application, 22 Jul 19
Negotiation
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.

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

 

Application

关注 “中金Career” 微信公众号,点击加入中金-社会招聘- Investment Assistant(香港) -立即申请;

或登陆中金公司官网:http://cicc.zhiye.com/ 进行投递。

 

 

Disclaimer

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.

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