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Client Service Officer, Private Wealth Management

Noah International 諾亞國際
Hong Kong, Hong Kong
Closing date
Jan 16, 2024

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

  • 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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