Wealth Management Assistant

Job Responsibilities:

• Provides support for Relationship Manager including order execution, business development, maintain quality relationship with clients and daily administrative tasks comprehensively
• Data collection and maintain client record in a good manner
• Handle the account opening process and assist Relationship Manager regarding account AML / annual review and transaction monitoring
• Perform other duties as assigned

Job Requirements:

• University graduate in Financial related disciplines
• Several years of banking experience or RI Qualified is preferred
• Experience in CDD / AML / Customer Service / Sales / SME ARM role
• Qualified HKSI Paper 1, 7 and 8 are preferred
• Detail-minded and result-oriented
• Ability to work under pressure, with strong self-motivation
• Proficiency in MS Office
• Good command of both spoken and written English, Chinese and Mandarin