about the company
Looking for a driven and proactive sales assistant with 2 years of experience in private wealth management. The position will be responsible for executing trade orders and assisting the front office team and clients.
about the job
- Take orders and execute various banking and investment transactions, including equities, bonds, FX, and loans etc
- Monitor high-net-worth client accounts daily to avoid overdrafts
- Facilitate in account opening and periodic KYC updates for client profiles
- Assist clients with administrative tasks, such as preparing account statements
- Collaborate with the internal team to facilitate account openings and perform necessary due diligence
- Assisting sales in any ad-hoc requirements
skills & experiences required
- Bachelor's degree of above
- HKMA or SFC license holder
- 2 years of experience in PWM, private banking or asset management
- Proficient in both spoken and written English and Chinese, including Mandarin
- Skilled in Microsoft Word, Excel, and Chinese word processing
To apply online, please click on the link below. Alternatively, for a confidential discussion please contact Kira Tang on + 852 6169 6981 or email: kira.tang@randstad.com.hk