Wealth Management Client Support & Orders Lead

UBS; Hong Kong; On-site; HKD 334,800 - 502,200; Full time

Job summary

A global wealth management firm in Hong Kong is seeking a full-time assistant relationship manager to support client advisors and process client orders. This role involves managing transactions and providing administrative support. Candidates should have knowledge of banking operations and experience dealing with private clients. A relevant professional qualification is also required. Join us to work in a collaborative environment and grow your career with flexibility and support.

Qualifications

• Knowledge of banking operations is essential.
• Experience dealing with private clients as an assistant relationship manager.
• Strong computer skills and willingness to learn new programs.

Responsibilities

• Support client advisors in daily operations.
• Process client orders efficiently.
• Complete administrative arrangements related to clients.

Skills

Knowledge of banking operations

Experience dealing with private clients

Great computer skills

Strong team player

Attention to detail

Able to work under pressure

Fluent in English

Fluent in Cantonese / Mandarin

Relevant professional qualification

Education

HKSI Paper 1, 7, 8 or equivalent

Job description

A global wealth management firm in Hong Kong is seeking a full-time assistant relationship manager to support client advisors and process client orders. This role involves managing transactions and providing administrative support. Candidates should have knowledge of banking operations and experience dealing with private clients. A relevant professional qualification is also required. Join us to work in a collaborative environment and grow your career with flexibility and support.