Wealth Management - Project Intern - IWM(Sales Support)

CICC; Hong Kong; On-site; HKD 201,000 - 312,000; Full time

Job summary

CICC in Hong Kong is seeking an organized administrative professional to support client onboarding and account servicing. You will handle enquiries and liaise with internal teams to fulfill client requirements.

Prepare account opening documents, update client profiles, and perform ad hoc tasks in a fast-paced environment. Fluency in English and Chinese is required; Mandarin is a plus, and finance/economics majors are preferred.

Qualifications

• Must be well organized with attention to detail.
• Strong interpersonal and communication skills with a positive attitude.
• Proficient in MS Office, especially Excel.
• Self-starter who works well in a fast-paced environment.
• Good command of English and Chinese; Mandarin fluency preferred.
• Finance or Economics-related major preferred.

Responsibilities

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

Skills

Well organized

Detail oriented

Interpersonal skills

Communication skills

Self-starter

Positive attitude

Team collaboration

Education

Finance/Economics

Tools

MS Office

Excel

Job description

• 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

Job requirements

• 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
• Finance and Economics related majors preferred

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.