Overview
Wealth Management – Investment Assistant – HK Jobs in Hong Kong, Hong Kong SAR at CICC
Title: Wealth Management – Investment Assistant – HK
Company: CICC
Location: Hong Kong, Hong Kong SAR
Job Description:
The position is responsible for assisting Institutional Wealth Advisors 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:
Responsibilities:
· Helping Institutional Wealth Advisors 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. Fresh graduate will not be considered.
· Big Four experience will be an advantage
· 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
