Private Wealth Management - Relationship Manager Assistant
huatai financial hong kong
📍 hong kong sar china🕐 4mo ago🔗 workday
Job Description
**About Us:**
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).
#LI-DNI
**_Job Description:_**
* Responsible for handling all aspects of onboarding clients in a smooth and efficient process
* Supporting RMs for all on-going sales, service and communications with clients and prospects
* Coordinating and communicating with different internal teams such compliance, risk management and operation to complete all required process for clients’ serves and products sales.
* Handling and executing clients orders and products trading according the approved manuals
* Assisting work and hoc tasks when necessary assigned by the supervisors and managers
**_Qualification:_**
* Bachelor degree holders (Master degree preferred)
* At least 3 years of experience in client servicing
* Proficiency in spoken and written Mandarin and English
* Excellent interpersonal skills and communication capability
* Strong analytical skills and problem-solving abilities
* Detail oriented and able to multi task and work under pressure
* Faster learner, team worker and self-starter with entrepreneurial spirit
* High level of integrity, honesty, diligence and loyalty