Private Wealth Sales Assistant — Client Service & Deal Execution

Leadingnation; Hong Kong; On-site; HKD 201,000 - 290,000; Full time

Benefits offered by this job

Good career prospects

Competitive remuneration packages

Job summary

A prominent financial institution in Hong Kong is seeking a professional to handle and execute dealing orders and provide essential administrative support to the sales team. The ideal candidate will have SFC or HKMA licensing, along with at least 2 years of experience in Private Banking, Wealth Management, or Asset Management. Strong communication skills in English and Chinese, as well as proficiency in Microsoft Office, are essential. Competitive remuneration packages are offered to the right candidates.

Qualifications

• At least 2 years of relevant experience in Private Banking, Wealth Management, or Asset Management.
• Ability to work under pressure in a fast-paced team environment.
• Self-motivated and responsible.

Responsibilities

• Handle and execute dealing orders from sales and clients.
• Provide administrative support to the sales department.
• Handle clients' enquiries and provide quality service support.
• Assist in ad hoc projects when required.

Skills

Good command of English and Chinese

Strong PC skills in Microsoft Word and Excel

Interpersonal and communication skills

Education

SFC or HKMA license

Job description

A prominent financial institution in Hong Kong is seeking a professional to handle and execute dealing orders and provide essential administrative support to the sales team. The ideal candidate will have SFC or HKMA licensing, along with at least 2 years of experience in Private Banking, Wealth Management, or Asset Management. Strong communication skills in English and Chinese, as well as proficiency in Microsoft Office, are essential. Competitive remuneration packages are offered to the right candidates.