Wealth Management - Investment Assistant

CICC; Hong Kong; On-site; HKD 223,000 - 357,000; Full time

Job summary

CICC is seeking an organized Institutional Wealth Admin to support the Institutional Wealth Advisor in managing relationships with high-net-worth clients in Hong Kong. You will assist with paperwork, research, and coordinating with investment management, trading, operations, and customer services to ensure smooth service delivery.

Key duties include handling client inquiries, opening accounts, coordinating with back office on trading settlements, and arranging meetings and travel.

Qualifications

• Bachelor's degree or above in Finance, Business Administration, or related disciplines.
• Holder of SFC licenses preferred.
• 1-3 years of relevant work experience in the financial services or banking industry preferred.
• Fluent in Mandarin, Cantonese, and English.
• Good PC skills, ability to use Microsoft Office.

Responsibilities

• Assist the Institutional Wealth Advisor with routine work, such as completing required paperwork, conducting research projects, and record maintenance.
• Respond to client inquiries and assist clients with their accounts, including opening accounts and checking activity.
• Prepare and process meeting coordination, document filing, expense reports, and travel arrangements.
• Provide administrative coordination with investment management, trading, operations, and customer services.

Skills

Mandarin

Cantonese

English

Microsoft Office

Education

Bachelor's degree or above in Finance, Business Administration, or related disciplines

Tools

Microsoft Office

Job description

The position is responsible for assisting the Institutional Wealth Advisor to maintain business relationships with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative coordination with investment management, trading, operations, and customer services areas.

The job responsibilities associated with this role may be expected to include, but not be limited to:

• 1. Assisting the Institutional Wealth Advisor with routine work, such as completing required paperwork, conducting research projects, and record maintenance;
• 2. Responding to client inquiries and assisting clients with their accounts, such as opening accounts, checking account activities, and coordinating with the back office about trading settlement;
• 3. Preparing and processing meeting coordination, document filing, expense reports, and travel arrangements;
• 4. Providing administrative coordination with investment management, trading, operations, and customer services.

Requirements:

• 1. Bachelor's degree or above in Finance, Business Administration, or related disciplines;
• 2. Holder of SFC licenses preferred;
• 3. 1-3 years of relevant work experience in the financial services or banking industry preferred;
• 4. Upright, humble, diligent with high moral values;
• 5. Good PC skills, ability to use Microsoft Office;
• 6. Fluent in Mandarin, Cantonese, and English;
• 7. Honesty, integrity, hard-working with inspiration;
• 8. Good teamwork and interpersonal skills.

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.