International Private Bank Investment Counsellor Assistant
- Employer
- Selby Jennings
- Location
- Hong Kong, Hong Kong
- Salary
- HKD400000 - HKD700000 per annum
- Closing date
- Oct 15, 2022
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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- Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
- Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
- Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
- Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
- Full compliance with internal and external rules, regulations and procedures
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