Your new company

Your new role

• Assist Relationship Managers in establishing and maintaining strong client relationships.

• Support the onboarding process for new clients, ensuring all documentation and compliance requirements are met.

• Assist in the preparation and execution of investment proposals and presentations.

• Monitor and manage client portfolios, providing regular updates and performance reviews.

• Execute trading orders and manage transactions in a timely and accurate manner.

What you'll need to succeed

• Minimum of 5 years of experience in private banking/ wealth management, client service, operations or sales support.

• Strong understanding of financial products and services.

• Excellent communication and interpersonal skills.

• Detail-oriented with strong organisational and multitasking abilities.

• Proficient in written and spoken English; fluency in Chinese is required.