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Job Description
Execute department mid and back-end functions, including product and business analysis, data compilation and analysis, account maintenance, etc., to ensure smooth team operations.
Assist in executing wealth management business processes, track transaction progress, improve business documents, and support the team in achieving business objectives.
Build industry and product knowledge, collect business insights, and support the development of customized private wealth solutions that meet the investment objectives and risk preferences of customers.
Support high net worth clients in terms of communication and relationship maintenance, and maintain good customer relationships.
Job Requirements
Bachelor's degree or above, finance, economics, business, accounting or related fields are preferred; those with CPA qualifications are given additional points.
1 to 4 years of solid operational/ accounting work experience in the financial industry.
Thoughtful and quick, strong data sensitivity; with AI tool practical experience; detailed and practical work, attention to details.
Excellent oral and written communication skills in Chinese and English (English and Mandarin).
Excellent interpersonal and coordination skills, with a service-oriented mindset and good cross-departmental collaboration abilities.
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Job Location
企業廣場-Kowloon Bay, Kwun Tong
九龍灣常悅道企業廣場
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