Client Services Associate Client Service Associate


A multinational blue chip Financial Institute is looking for intelligent candidates for their Private Wealth Management Team.
The Financial Institute provides total wealth management solutions and investment advice to ultra-high net worth individuals, families and foundations. Following a period of exceptional growth, a number of exciting opportunities exist for dedicated Client Service Associates to join their dynamic team. The role provides excellent exposure, training and challenges for those who are keen on developing a rewarding career in the private wealth management business.
As a Client Service Associate,
Responsibilities:
* You will be supporting Investment Representatives in building and maintaining successful relationships with clients
* You will facilitate account opening and documentation, execute client orders for global securities transactions and oversee the related operational functions
* You will assist in the marketing and prospecting of business and attend to client queries
Requirements:
* Degree Educated, ideally in a finance related field
* SFC Type 1 & 2 licence holder
* Fluent in English and Chinese (Cantonese or Mandarin, ideally both)
* Minimum of one year experience in a related financial services role
* Team player, keen attention to detail and the ability to accomplish assignments on an independent and timely basis
More experienced candidates may be offered a Senior Client Service Associate position.
If you match all the above requirements, pls send your CV in WORD format with current salary, expected salary and availability to hkclerical@rossjuliaross.com

0 komentar:

Designed by Posicionamiento Web | Bloggerized by GosuBlogger | Blue Business Blogger