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Private Wealth Sales Assistant (HK$25K - $27K) (Ref. No.: 26821)

Our client, a Leading Bank, is looking for high-caliber person to fill the position.

Job Duties

  • Provide administrative support to Sales Team
  • Assist in executing clients instructions on dealing orders, performing account opening procedures, preparing and collecting documentation from clients
  • Handle customers’ enquiries

Job Requirements

  • University Degree holder
  • Fluent Mandarin
  • SFC regulated activities for Type 1 & Type 2 Holder
  • 2 years’ experience in serving Private Banking / Wealth Management high net worth clients
  • Good Products knowledge in Private Banking / Wealth Management
  • A Mature, detail-minded and confident team player with initiative and able to work independently
  • Able to liaise effectively with the various business units and supporting units
  • Excellent command of spoken and written Chinese and English including Cantonese and good Putonghua
Job No.:
26821
Date:
10/04/2024
Job Category:
Banking
Salary:
Execute Dealing Orders
Qualification:
Degree
Apply Email:
[email protected]

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