Sales Assistant – Private Wealth Management

Responsibilities:

• Handle & execute dealing orders from sales / clients
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required

Requirements:

• SFC or HKMA licensee with at least 2 years relevant experience from Private Banking, Wealth Management or Asset Management
• Good command of both spoken and written English and Chinese including Mandarin
• Strong PC skills in Microsoft Word, Excel and Chinese word processing
• Self-motivated, responsible and able to work under pressure and in fast-paced team environment
• Excellent interpersonal and communication skills
• Effectively using AI is preferred