Wealth Management Sales Assistant (Private Banking)

UOB Kay Hian; Hong Kong; Vor Ort; HKD 300.000 - 520.000; Vollzeit

Zusammenfassung

UOB Kay Hian (Hong Kong) Limited is seeking qualified individuals to join its team in Hong Kong. The role involves handling and executing dealing orders from sales and clients, while providing administrative support and high-quality service to clients in a fast-paced environment.

Applicants should hold a SFC or HKMA license with at least 2 years of relevant experience in private banking, wealth management, or asset management, and be fluent in English and Chinese (including Mandarin).

Qualifikationen

• SFC or HKMA license required with at least 2 years of relevant experience.
• Fluent in English and Chinese including Mandarin.
• Strong PC skills with Microsoft Word and Excel.
• Ability to work under pressure in a fast-paced team environment.
• Excellent interpersonal and communication skills.
• Experience with AI tools is preferred.

Aufgaben

• Handle & execute dealing orders from sales / clients
• Provide administrative support to the sales
• Handle clients’ enquiries and provide quality service support
• Assist in other ad hoc projects when required

Kenntnisse

Interpersonal skills

Bilingual EN/CN

AI awareness

Ausbildung

SFC/HKMA licensee

Tools

Microsoft Word

Microsoft Excel

Jobbeschreibung

UOB Kay Hian (Hong Kong) Limited is seeking qualified individuals to join its team in Hong Kong. The role involves handling and executing dealing orders from sales and clients, while providing administrative support and high-quality service to clients in a fast-paced environment.

Applicants should hold a SFC or HKMA license with at least 2 years of relevant experience in private banking, wealth management, or asset management, and be fluent in English and Chinese (including Mandarin).