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Assistant Manager, Client Services, Wealth Management
CITIC CLSAHong Kong9 天前
职位描述Degree holder in relevant business / finance discipline is highly preferred. Attained relevant SFC licenses for carrying Type 1, 7 and / or 8 regulated activities. Holder of Type 2 or mid-back office experience in other financial products, Insurance is a plus. Good interpersonal andmunication skills. Able to work effectively under pressure and be a team player. Goodmand of written and spoken English and Chinese (preferably including Putonghua). Experienced candidate may consider to be offered as Manager.
Responsibilities
- Ensure thepleteness and consistence for the client’s account on boarding documents with sales / account executive’s justification, including handling enquiries in relation to but not less than Individual, Corporate and Institutional types of accounts.
- Handle trading transactions (mainly for odd lots order), insurance subscription and fund and stock withdrawal / deposit request at business level.
- Conduct client’s name screening and system input to fulfil AML / audit requirements.
- Act as backup to Client Services Officers / partners by taking up their roles and duties in needs.
- Act as a gate keeper forpany’s policies and regulatory requirements.
- Involve and participate in ad-hoc projects as assigned.
- Provide guidance to junior staffs for an achievement of the Team’smon goal (apply for Manager only)
Requirements
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Job ID JR001054
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Manager Wealth Management • Hong Kong
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