
Wealth Management Assistant
- Tsim Sha Tsui, Hong Kong
- Permanent
- Full-time
- Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks comprehensively
- Data collection and maintain client record in a good manner
- Handle the account opening process and assist Relationship Manager regarding account AML / annual review and transaction monitoring
- Perform other duties as assigned
- University graduate in Financial related disciplines
- Several years of banking experience or RI Qualified is preferred
- Experience in CDD / AML / Customer Service / Sales / SME ARM role
- Qualified HKSI Paper 1, 7 and 8 are preferred
- Detail-minded and result-oriented
- Ability to work under pressure, with strong self-motivation
- Proficiency in MS Office
- Good command of both spoken and written English, Chinese and Mandarin
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