Private Banking: Investment Assistant & Client Support

Leadingnation; Hong Kong; On-site; HKD 223,200 - 334,800; Full time

Job summary

A financial services company in Hong Kong is seeking a candidate for a role that involves assisting investment consultants and managing asset order executions across multiple classes including FX and bonds. The ideal candidate will have a university degree in Business Administration, at least 2 years of experience in private banking, and strong communication skills in English, Cantonese, and Putonghua. This position offers a chance to provide excellent service to key clients in private banking.

Qualifications

• 2 years or above relevant experience in private banking preferred.
• Good knowledge of various wealth management products and regulations.

Responsibilities

• Assist Investment consultant in analyzing market trends and preparing investment proposals.
• Handle order execution on all asset classes including FX, bonds, equities, ELN, mutual funds, and alternative investments.
• Provide comprehensive support to investment consultants.
• Provide professional service to key clients of private banking and customer relationship managers.

Skills

Strong communication and presentation skills

Proficiency in both English, Cantonese and Putonghua

Strong self-motivation

Education

University degree in Business Administration or related disciplines

Job description

A financial services company in Hong Kong is seeking a candidate for a role that involves assisting investment consultants and managing asset order executions across multiple classes including FX and bonds. The ideal candidate will have a university degree in Business Administration, at least 2 years of experience in private banking, and strong communication skills in English, Cantonese, and Putonghua. This position offers a chance to provide excellent service to key clients in private banking.