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Client Service Officer, Private Wealth Management

Employer
Noah International 諾亞國際
Location
Hong Kong, Hong Kong
Salary
20000
Closing date
Jan 16, 2024

View more

Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities:
  • Provide sales support to Relationship Manager for account opening and maintenance, transaction execution and handling clients' enquiries, etc.
  • Prepare business analyst report, presentation materials and maintain client database
  • Develop and maintain good business relationship with customers and other internal and external stakeholders
  • Handle ad hoc tasks and projects as assigned


Requirements:
  • Bachelor's Degree in Finance, Economics, or related discipline
  • Obtain SFC license for RA type 1 and 4 by attending to licensing paper exams within a short period after joining
  • Attend to detail, pro-active, customer-orientated, excellent interpersonal skills and able to work under pressure
  • Excellent verbal and written communication skills - English and Chinese (Mandarin is a must)
  • Strong working knowledge of MS Office/Excel/PowerPoint
  • Genuine interest and ambition to develop a long-term career in Wealth Management businesses
  • Immediately available is highly preferred

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