Hywin International

Assistant Relationship Manager, Hywin International | 人才服務辦公室

2023-06-02 00:00:00發布

立刻申請

職位描述

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.

其他細節

職位空缺來源
eFinancialCareers
參考編號
19177996
發布日期
02 Jun 2023
關鍵詞
Private Banking & Wealth Management,Financial Planning,Operations,Trade Support,Retail Banking,Relationship management

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