Be One Family Office Limited

<p>Responsibilities<br>1、Work closely with Relationship Managers and counter parties such as Private Bank & Funds platform to provide assistance in client management and services<br>2、Act as the primary point of contact for RM, including managing daily administrative tasks, client servicing and ensure proper compliance guidelines<br>3、Assist in client account opening, trade execution record and account periodic review.<br>4、Ensure effective and timely management of all aspects of customer service delivery, including securities trading and other account transactions<br>5、Ensure strict compliance and legal guidelines are adhered to with all internal policies and external regulations<br>6、Ad hoc duties as assigned from time to time by Team supervisor</p> <p>Requirements:<br>1、Bachelor's Degree in Business Administration or related field<br>2、1-3 years' experience in relationship management assistant or similar<br>3、Previous wealth management experience preferred<br>4. SFC License holder (Type 1) preferred<br>5、Strong analytical, prioritization, communication skills and problem solving skills<br>6、Fluency in written and spoken English and Chinese (Cantonese or Mandarin)<br>7、Excellent multi-tasking ability Proficient in Microsoft Excel, word, etc.</p>