Wealth Management - Investment Assistant - HK

CICC; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

CICC in Hong Kong is seeking an Institutional Wealth Administration Assistant to support Wealth Advisors in maintaining client relationships with high-net-worth individuals, handle paperwork, and coordinate with back-office teams.

The role involves responding to client inquiries, assisting with account openings and activities, coordinating meetings, travel, expenses, and ensuring smooth operational support across investment management, trading, and customer service.

Qualifications

• Bachelor or above degree in Finance, Business Administration or related disciplines.
• 1-3 years relevant work experience in financial services or banking industries preferable. Fresh graduate will not be considered.
• Big Four experience will be an advantage.
• Good PC skills, ability to use Microsoft Office
• Fluent speaking of Mandarin, Cantonese and English
• Honest, integrity, hard working with inspiration
• Good teamwork and interpersonal skills

Responsibilities

• Help Institutional Wealth Advisors with routine work, paperwork, research, and record maintenance.
• Respond to client inquiries and assist with account openings and activities, coordinating with back office about trading settlement.
• Coordinate meeting logistics, documents filling, expenses reports and travel arrangements.
• Provide administrative coordination with investment management, trading, operations, and customer services

Skills

Client relationship

Documentation

Research

Education

Bachelor's or above degree in Finance/Business

Tools

Microsoft Office

Job description

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

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

Responsibilities:

• Helping Institutional Wealth Advisors to do the routine work, such as completing required paperwork, conducting research projects, record maintenance
• Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back office about trading settlement, and so on
• Prepares and processes meeting coordination, documents filling, expenses reports and travel arrangements
• Providing administrative coordination with investment management, trading, operations, and customer services

Job Requirement:

• Bachelor or above degree in Finance, Business Administration or related disciplines
• 1-3 years relevant work experience in financial services or banking industries preferable. Fresh graduate will not be considered.
• Big Four experience will be an advantage
• Good PC skills, ability to use Microsoft Office
• Fluent speaking of Mandarin, Cantonese and English
• Honest, integrity, hard working with inspiration
• Good teamwork and interpersonal skills