Wealth Management Assistant - Client Services & Trade Ops

CMB International Capital Corporation Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Benefits offered by this job

Competitive remuneration

Comprehensive fringe benefits

Job summary

CEB International Investment Corporation Limited in Wan Chai is seeking an Assistant Relationship Manager to support the Wealth Management Department. You will work closely with Relationship Managers to manage clients and services, acting as a primary contact for selected clients and handling daily administration.

You will assist in client account openings, trade execution, and periodic reviews, ensuring timely delivery of customer service across securities trading and other transactions while

Qualifications

• 1-3 years’ experience in relationship management assistant or similar
• Strong analytical, prioritization, communication skills and problem solving skills
• Previous wealth management experience preferred

Responsibilities

• Support Relationship Managers in client management and services
• Act as primary contact for selected clients and handle daily administration
• Assist in client account openings, trade execution, and periodic reviews
• Ensure timely management of customer service delivery including securities trading
• Ensure compliance with internal policies and external regulations

Skills

Relationship management

Analytical thinking

Communication

Problem solving

Education

Bachelor's degree in Business Administration

Master's degree

Job description

CEB International Investment Corporation Limited in Wan Chai is seeking an Assistant Relationship Manager to support the Wealth Management Department. You will work closely with Relationship Managers to manage clients and services, acting as a primary contact for selected clients and handling daily administration.

You will assist in client account openings, trade execution, and periodic reviews, ensuring timely delivery of customer service across securities trading and other transactions while