Financial Services Associate
7 days ago
We are seeking a highly motivated and organized Financial Services Associate to join our team at CICC. As an Investment Support Professional, you will play a crucial role in assisting Institutional Wealth Advisors with routine tasks, such as completing paperwork, conducting research projects, and maintaining records.
Responsibilities include:
- Providing administrative support to investment teams, including coordination of meetings, document preparation, and expense reports.
- Responding to client inquiries and helping clients with their accounts, such as opening new accounts, checking account activities, and coordinating with the back office on trading settlements.
- Assisting with the preparation and processing of meeting coordination, documents filling, expenses reports, and travel arrangements.
- Coordinating with various departments, including investment management, trading, operations, and customer services.
Qualifications:
- Bachelor's degree or above in Finance, Business Administration, or a related field.
- 1-3 years of relevant work experience in financial services or banking industries (preferable).
- Proficient in using Microsoft Office applications.
- Fluent in speaking Mandarin, Cantonese, and English.
- Honest, integrity, hardworking, and inspirational.
- Good teamwork and interpersonal skills.
- SFC license holder (preferable).
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