中金公司Investment Assistant(香港)

企业直聘
发布时间:2022-01-12 招聘类型:社会招聘 来源:中金公司 岗位热度:9
公司/部门:财富管理部 工作地点:香港

工作职责:

The position is responsible for assisting Investment Consultants to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative co-ordination with investment management, trading, operations, and customer services areas.
The job responsibilities associated with this role may be expected to include but not limited to:

? Helping Investment Consultants to do the routine work, such as completing required paperwork, conducting research projects, record maintenance
? Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back office about trading settlement, and so on
? Prepares and processes meeting coordination, documents filling, expenses reports and travel arrangements
? Providing administrative coordination with investment management, trading, operations, and customer services

任职资格:

? Bachelor or above degree in Finance, Business Administration or related disciplines
? 1-3 years relevant work experience in financial services or banking industries preferable
? Good PC skills, ability to use Microsoft Office
? Fluent speaking of Mandarin, Cantonese and English
? Honest, integrity, hard working with inspiration
? Good teamwork and interpersonal skills
? Holder of SFC license preferable

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