Hywin International

Assistant Relationship Manager, Hywin International | HK Talent Engage

Published 2023-06-02 00:00:00

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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

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