Hywin International
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Assistant Relationship Manager, Hywin International | HK Talent Engage
Published 2023-06-02 00:00:00
Job description
Scope of Responsibilities
Client and Trade Management
- Support relationship managers
- Be the point of entry for processing client orders and account opening
- Make sure that adminstrative arrangements, such as client onboarding and client-related processes are completed
- Carry out daily transaction processing and troubleshooting
- Keep in contact with internal and external clients
COO Office Management
- Support COO on business management, risk management and operation matter
- Be the coordinator with legal, compliance and other departments including insurance and asset management department
- Participate in ad-hoc assignments as mandated by COO office
- Assist COO to manage institutional relationships including Private Banks, distributors and other business providers
- Involve in month end processing work with Finance and other middle office function
- Prepare procedures, policies, guidelines, notes for External Asset Managers
Personal Attributes
- Strong team work spirit, collaborative and willingness to learn and cope with changing environment
- Demonstrate excellence in operations related work
- Attention to details and able to meet deadlines assigned
Qualification
- Relevant HKMA/SFC licensing
How to apply
Please send your CV to [email protected]. Our Head of HR will contact shortlisted candidates to arrange an interview with our management.
Job particulars
- Job source
- eFinancialCareers
- Job reference
- 19177996
- Date published
- 02 Jun 2023
- Job keywords
- Private Banking & Wealth Management,Financial Planning,Operations,Trade Support,Retail Banking,Relationship management