薪水
面議
工作描述
工作職責：
1. Helping Institutional Wealth Advisor to do the routine work, such as completing required paperwork, conducting research projects,
record maintenance;
2. Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating
with back office about trading settlement, and so on；
3. Preparing and processes meeting coordination, documents filling, expenses reports and travel arrangements；
4. Providing administrative coordination with investment management, trading, operations, and customer services.
record maintenance;
2. Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating
with back office about trading settlement, and so on；
3. Preparing and processes meeting coordination, documents filling, expenses reports and travel arrangements；
4. Providing administrative coordination with investment management, trading, operations, and customer services.
任職資格：
1. Bachelor degree or above; Finance, Business Administration or related disciplines;
2. Holder of SFC license preferable;
3. 1-3 years relevant work experience in financial services or banking industries preferable；
4. Upright, humble, diligent with high moral values;
5. Good PC skills, ability to use Microsoft Office;
6. Fluent speaking of Mandarin, Cantonese and English;
7. Honest, integrity, hard working with inspiration；
8. Good teamwork and interpersonal skills.
2. Holder of SFC license preferable;
3. 1-3 years relevant work experience in financial services or banking industries preferable；
4. Upright, humble, diligent with high moral values;
5. Good PC skills, ability to use Microsoft Office;
6. Fluent speaking of Mandarin, Cantonese and English;
7. Honest, integrity, hard working with inspiration；
8. Good teamwork and interpersonal skills.
職位要求
- 辦理客戶開戶
- 處理文件備檔
- 協調會議安排
- 處理交易結算
技能
電腦
財務
英語
溝通