JOB REQUIREMENTS

• Minimum 2-3 years’ experience preferably in brokerage or wealth management industry
• Holder of CMFAS Representative license of M1A/M1B/M6
• Good interpersonal skills, detail-oriented and customer-oriented
• Good command of spoken and written English and Chinese Proficiency as incumbent needs to liaise with HO colleagues and clients
• Independent and self-motivated ability to work effectively under pressure and be a team player

• Support Relationship Managers to provide excellent service to high net-worth clients so as to achieve client retention
• Understand client requirements and assist relationship managers in daily maintenance of account relationships
• Initiate account openings/closures/update instruction checklists and interface with client to ensure completion of documentation requirements·
• Handle and follow up clients’ enquiries, service requests and complaints in a timely and professional manner
• Ensure timely follow up on client calls/queries Ensure compliance with all regulatory requirements
• Ensure compliance with all regulatory requirements
• Provide administrative support to the team