about the company.
One of the leading multi-family office with over 90 years histories, and the role is based here in Hong Kong, and they are focus on providing holistic wealth management and investment solutions specifically for ultra-high-net-worth families and entrepreneurs across entire Asia.
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about the job.
Acting as a 'total financial partner' for very wealthy families and successful entrepreneurs, and don't just manage their money; they help them look at their entire financial picture, from their personal investments to their business needs, and expansion as global picture.
skills & experiences required.
- Assist relationship managers in implementing client services, onboarding new clients and compiling new account opening documents;
- Support relationship managers for building and maintaining relationships with clients;
- Provide client support and handle clients’ requests and trading instructions;
- Handle pre-trade client suitability assessments and post-trade documentations;
- Assist relationship managers in providing investment market updates and presentation materials for prospective investors and existing clients;
- Obtain prices quotation from multiple platforms;
- Execute trades on multiple asset classes;
- Assist relationship managers to conduct ongoing portfolio monitoring;
- Assist relationship managers to address any legal, compliance and risk issues;
- Provide general secretarial and administration support, maintain and update client transaction records and reports;
- Support on middle office;
- Support ad-hoc tasks and projects.
job requirements.
- Bachelor Degree in Business Administration, Finance, Risk Management or related disciplines;
- Minimum 5 years of relevant working experience in sales support, trade execution and investment research
- Fluency in written and spoken English and Cantonese. Fluency in Putonghua is an advantage;
- Sound capital market, investment and products knowledge;
- Familiar with trade flow from front to back office;
- Proactive learning with team work, can-do attitudes;
- Proven organization skills with strong attention to details;
- Excellent communication and interpersonal skills;
- Proficient in Microsoft Office (Excel and Word);
- 10. SFC Type 1, 4 and 9 licenses or HKMA licenses;
- Other types of SFC licenses are an advantage.
