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Wealth Management - Investment Assistant

Hong Kong, Hong Kong
Closing date
Jan 25, 2024

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Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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:


• 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

• 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

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