Officer Trainee - CMB Wing Lung Asset Management

 Responsibilities:

• Assist the Team Head in handling customer service matters, including but not limited to processing Discretionary Portfolio Management account opening, arranging settlements, and placing transaction orders
• Maintain effective communication with internal and external investment institutions to ensure the timely and efficient execution of transactions
• Assist Team Head in developing and managing portfolio products with an aim to achieve clients' asset management objectives
• Assist the Team in developing and maintaining client relationships, and providing customized asset allocation services
• Perform KYC related work, deal execution and documentation

Requirements:

• Bachelor's degree or above holder in Finance, Accounting or Business related subjects
• Strong interest in asset management, willing to learn and apply new knowledge in practical work
• Strong service orientation, self-motivated with good communication and interpersonal skills
• Strong in Microsoft Excel, Word and PowerPoint
• Fluent in English and Mandarin