CLSA | Assistant Manager, EAM, Wealth Management
1 day ago
Apply locations Hong Kong time type Full time posted on Posted 7 Days Ago job requisition id JR001298
Position Description
The Assistant Manager needs to manage client relationships and deliver a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.
Key Areas of Responsibilities
- Provide day to day assistance to Senior Manager in all aspects of client service and administrative support
- Execute daily account transactions and client orders (e.g., equities, fixed income, OTC derivative products, mutual funds and alternative investments)
- Assist Senior Relationship Manager in conducting new client research, prepare pitch book, internal memo and coordinate client events
- Proactively communicate investment outlook and ideas to clients, and timely respond to client enquiries
- Handle the account opening process and assist in AML / annual review and transaction monitoring
- Conduct regular reviews on account profiles and investment portfolios, ensuring clients' profiles are timely maintained
- Provide accurate and timely revenue tracking, sales data analysis and other relevant information reporting
- Support EAM/IB team to enhance company’s brand recognition and participate in initiatives to streamline workflows
- Handle ad-hoc projects and other admin work as required
Requirements
- At least 3 years’ full-time working experience in wealth and asset management field with excellent academic performance from top-tier universities, preferably in Economics or Finance
- Solid understanding of investment products, financial markets, and planning strategies in Private Banking and/or Securities Products (Structured Products in particular) sectors
- Strong interest in investment & wealth management, with eagerness to learn
- Result-oriented with strong initiative, able to work efficiently and multi-task effectively in a fast-paced and team-oriented environment
- Ability to provide proficient client sourcing capabilities, and facilitate transactions with existing clients
- Excellent communication and interpersonal skills with both external and internal parties
- Proficiency level in English and Mandarin, Business level in Cantonese
- Immediate availability is highly preferred and experienced candidates will be considered for an offer at Manager level
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