Wealth Management Professional
20 hours ago
About the Role
We are seeking an experienced Wealth Management Professional to join our team as an Assistant Manager. In this role, you will be responsible for managing client relationships and delivering a wide range of private wealth management services to External Asset Management (EAM)/ Introducing Broker(IB) institutional clients.
Key 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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