Investment Assistant(J19396)

The position is responsible for assisting the Institutional Wealth Advisor to maintain business relationships with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative coordination with investment management, trading, operations, and customer services areas.

The job responsibilities associated with this role may be expected to include, but not be limited to

1. Assisting the Institutional Wealth Advisor with routine work, such as completing required paperwork, conducting research projects, and record maintenance;
2. Responding to client inquiries and assisting clients with their accounts, such as opening accounts, checking account activities, and coordinating with the back office about trading settlement;
3. Preparing and processing meeting coordination, document filing, expense reports, and travel arrangements;
4. Providing administrative coordination with investment management, trading, operations, and customer services.

• 岗位职责：
• 协助财富管理投资经理维护与高净值个人客户的业务关系，完成要求的文书工作，进行针对性的研究项目，解答客户疑问，在投资管理、交易、运营及客户服务等板块提供行政协调支持。

1. 协助财富管理投资经理完成日常工作，包括要求的文书工作、研究项目及记录维护和更新；
2. 解答客户疑问，帮助客户进行账户管理，包括开户、账户查询服务，协助后台部门进行交易、结算等工作;
3. 协调会议，整理文件，处理开支报表及差旅安排;
4. 为投资管理、交易、运营及客户服务等板块提供行政协调支持。

Requirements

1. Bachelor's degree or above in Finance, Business Administration, or related disciplines;
2. Holder of SFC licenses preferred;
3. 1-3 years of relevant work experience in the financial services or banking industry preferred;
4. Upright, humble, diligent with high moral values;
5. Good PC skills, ability to use Microsoft Office;
6. Fluent in Mandarin, Cantonese, and English;
7. Honesty, integrity, hard-working with inspiration;
8. Good teamwork and interpersonal skills.

岗位要求：

1. 本科及以上学历; 金融、管理相关专业;
2. 持有SFC相关执照；
3. 在金融服务或银行业有1到3年相关工作经历者优先;
4. 诚信正直、低调谦逊、艰苦奋斗，具备良好的道德品质;
5. 熟练使用电脑软件，如Microsoft Office;
6. 普通话、粤语、英语口语流利;
7. 诚实守信，工作勤奋，有干劲;
8. 优秀的团队协作和人际沟通能力。