Wealth Management - Administration Specialist

CICC; Hong Kong; On-site; HKD 268,000 - 402,000; Full time

Job summary

CICC is seeking an Administrative Assistant in Hong Kong to support department management with a broad range of clerical and coordination tasks. The role involves license applications, budgeting support, and maintaining procurement records.

You will manage calendars, arrange meetings and travel, and help organize training sessions and company events while liaising with multiple departments to ensure smooth operations.

Qualifications

• Bachelor’s degree or above in a relevant field.
• Major in Finance, Business Administration, Secretarial Studies or related discipline.
• SFC License is a plus.
• Minimum of 2 years of administrative or relevant experience.
• Experience in Private Banking or Private Wealth Management is a plus.
• Proficiency in Mandarin, Cantonese and English.
• PC skills including MS Excel, Word, PowerPoint and Access.
• Strong communication and problem-solving skills with a proactive attitude.
• Mature, energetic, pleasant and presentable.

Responsibilities

• Assist department management with administrative affairs (licenses, reimbursements, budgeting, reports, device management).
• Manage daily schedules, appointments, and meetings for department management.
• Coordinate internal/external meetings and organize trainings and events.
• Establish and maintain department databases and staff lists.
• Handle daily office tasks: greet guests, mail, supplies, venue bookings.
• Contribute to developing administrative policies ensuring firm compliance.
• Arrange travel for department management (hotels, flights, local transport).
• Coordinate with other departments to support WMINT-related tasks.

Skills

Communication skills

Problem-solving

Proactive attitude

Mature & presentable

Education

Bachelor’s degree or above

Finance, Business Administration, Secretarial Studies or related

Tools

MS Excel

MS Word

PowerPoint

Access

Job description

1. Assist department management in handling various administrative affairs, including license applications, expense reimbursements, financial and budgeting matters, research report applications, device management, etc.;

2. Assist in managing daily schedules, appointments, and meetings for department management; 3. Arrange and coordinate internal and external meetings, and assist in organizing training sessions, company events, and activities;

4. Establish and maintain department databases and spreadsheets, including staff lists, license holders, etc.;

5. Handle daily office tasks, including greeting guests, mailing, photocopying, ordering office supplies and equipment, venue booking, etc.;

6. Participate in compiling administrative policies and procedures, ensuring adherence to firm policies;

7. Make travel arrangements for department management, including hotel accommodations, flight tickets, and local transportation;

8. Liaise and coordinate with different departments to support WMINT-related tasks and handle other administrative responsibilities as required.

Qualification

1. Bachelor’s degree or above;

2. Major in Finance, Business Administration, Secretarial Studies, Administrative Support, or a related discipline;

3. SFC License is a plus;

4. Minimum of 2 years of administrative or relevant experience;

5. Experience in Private Banking or Private Wealth Management is a plus;

6. Good command of Mandarin, Cantonese, and English;

7. Proficient in PC skills, including MS Excel, Word, PowerPoint, and Access;

8. Strong communication and problem‑solving skills with a proactive working attitude;

9. Mature, energetic, pleasant, and presentable.

Disclaimer:

CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.