Wealth Management Expert
7 days ago
About the Role
We are seeking a highly skilled Wealth Management Professional to join our team. As a key member of our organization, you will be responsible for serving as a liaison for clients regarding inquiries and providing team support.
Key Responsibilities
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship.
- Drive and complete compliance requirements and control related functions.
- Assist clients with asset transfers.
- Handle cash management, foreign exchange transactions, currency hedging and money markets trades.
- Partner with operations on all account opening / maintenance matters.
Requirements
- Bachelor degree.
- Minimum 5+ years of relevant working experience.
- Ability to work in a fast-paced environment within a team-oriented structure.
- Knowledge of Microsoft Office software (Outlook, Excel and Word).
- Cantonese and Mandarin required.
- HK SFC paper 1 (must be obtained within first six months of employment).
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