Assistant Manager - CMB Wing Lung Asset Management

  Principal Duties & Responsibilities:

• Assist the Team Head in handling customer service matters, including but not limited to processing DPM account opening, arranging settlements, and placing transaction orders

• Maintain good communication with internal and external investment institutions to ensure the timely and efficient completion of investment transactions

• Assist Team Head in developing and managing portfolio products with an aim to achieve clients' asset management objectives

• Develop and maintain relationships with clients and provide customized solutions

• Perform KYC related work, deal execution and documentation

Requirements:

• Bachelor's degree or above holder in Finance, Accounting or Business related subjects

• Previous relevant experience in finance and investment experiences

• 1-2 years of experience in finance institutions for customer’s services

• Strong service and sales orientation, self-motivated with good communication and interpersonal skills

• Strong in Microsoft Excel, Word and PowerPoint

• CPA is an advantage

• Passing HKSI licensing Examination Paper 1 is an advantage

• Fluent in English and Mandarin