Wealth Management-Project Intern-AWM

CICC; Hong Kong; Sur place; HKD 201 000 - 290 000; Plein temps

Résumé du poste

CICC is seeking a detail-oriented professional to assist with client enquiries, prepare account opening documents, and support client onboarding in a fast-paced Hong Kong environment.

The role requires strong communication in English and Chinese, with Mandarin fluency preferred, and proficiency in MS Office, especially Excel. You will also help maintain client profiles and perform ad hoc tasks as needed.

Qualifications

• Finance and economics background preferred.
• Proficient in MS Office, especially Excel.
• Good command of English and Chinese; Mandarin fluency preferred.

Responsabilités

• Assist in handling client enquiries in standard manners and liaise with internal departments to fulfill client requirements.
• Prepare account opening documents and follow client onboarding procedures.
• Assist in updating and maintaining client profiles.
• Perform ad hoc tasks assigned from time to time.

Connaissances

Well organized and detail oriented

Interpersonal and communication skills

Self-starter in fast-paced environment

Bilingual English/Chinese; Mandarin a+

Formation

Finance or Economics background preferred

Outils

Excel

Description du poste

Requirements

• Assist in handling client's enquiry in standard manners and liaise with internal departments to fulfill client's requirements
• Prepare account opening document and follow client onboarding procedure
• Assist in updating and maintaining client profiles
• Perform ad hoc tasks assigned from time to time

Skills and Abilities

• Well organized and detail oriented
• Good interpersonal and communication skills with positive attitude
• Proficient in MS office, especially in Excel
• Strong self-starter and able to work in a fast-paced environment
• Good command of English and Chinese, fluency in Mandarin is preferred

Qualifications

• Finance and Economics related majors preferred

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.