Private Wealth Relationship Manager Assistant



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Title Private Wealth Relationship Manager Assistant

Categories Investment Banking

Job Reference Number CY_PWSA
Details

Job Description

Responsibilities:

  • Provide administrative support to the sales
  • Handle & execute dealing orders
  • Providing support in the aspects of customer relationship management, system operation, clerical and information preparation, transaction execution, filing and back-end support
  • Making appointments with customers, handling customers’ transaction instructions and post-sales follow-ups
  • Handle the phone calls and reply the enquiries from customers

 

Requirements:

  • Qualifications in HKSI / HKMA / SFC
  • Good command of both spoken and written English, Chinese and Mandarin

 

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