Sales assistant - Wealth Management

Randstad Hong Kong Limited; Hong Kong; On-site; HKD 38,000 - 54,000; Full time

Job summary

Randstad Hong Kong Limited is seeking a capable Sales Assistant to support private banking and wealth management client coverage. You will accurately process dealing orders from sales teams and clients, provide end-to-end administrative support, and serve as a primary contact for client enquiries.

The role requires licensing with the SFC or HKMA and a minimum of 2 years in private banking, wealth management, or asset management.

Qualifications

• Licensed with the SFC or HKMA, with at least 2 years in Private Banking, Wealth Management, or Asset Management.
• Fluent in English, Cantonese and Mandarin (written and spoken).
• Proficient in MS Office; knowledge of AI tools is a plus.

Responsibilities

• Process and execute dealing orders from sales teams and clients accurately and timely.
• Provide end-to-end sales and administrative support to ensure seamless client coverage.
• Serve as a primary contact for client enquiries and deliver high-quality service.
• Participate in ad-hoc projects and cross-functional initiatives.

Skills

Multilingual communication

AI-enabled workflow tools

Client service orientation

Education

Bachelor Degree

Tools

MS Office

Chinese word processing

Job description

about the company.

Serving over half a million retail, private, and institutional clients, the firm offers a comprehensive financial services platform covering:

• Equities, bonds, CFDs, commodities, and derivatives dealing
• Private wealth management and structured investment solutions
• Corporate finance, capital raising, and IPO underwriting
• Equity research covering regional markets

about the job.

• Order Execution: Accurately process and execute dealing orders from sales teams and clients in a timely manner.
• Sales & Administrative Support: Provide end-to-end administrative assistance to sales professionals to ensure seamless client coverage.
• Client Experience: Serve as a primary point of contact for client enquiries, delivering exceptional service and problem resolution.
• Ad-Hoc Initiatives: Participate in special projects and cross-functional support as business needs evolve.

skills & experiences required.

• Licensing & Experience: Currently licensed with the SFC or HKMA; minimum 2 years of relevant experience within Private Banking, Wealth Management, or Asset Management.
• Language Skills: Excellent command of written and spoken English, Cantonese, and Mandarin.
• Technical Proficiency: Strong skills in MS Office (Word, Excel) and Chinese word processing. Practical experience leveraging AI tools to enhance daily workflow efficiency is a strong plus.
• Core Attributes: Proactive, highly responsible, and resilient in a fast-paced, high-pressure environment.
• Interpersonal Skills: Outstanding communication abilities with a strong collaborative mindset.

key responsibilities

Order Execution: Accurately process and execute dealing orders from sales teams and clients in a timely manner.

skills

sales assistant, dealings

qualifications

Currently licensed with the SFC or HKMA; minimum 2 years of relevant experience within Private Banking, Wealth Management, or Asset Management.

education

Bachelor Degree