Wealth Management - Investment Assistant
Core
Assisting Institutional Wealth Advisors in maintaining relationships with high-net-worth clients and providing administrative coordination across investment and trading operations.
Role type
Administrative support for wealth management advisors
Builds
Client account management and operational coordination
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial services experience, Microsoft Office proficiency, Mandarin, Cantonese, English
Preferred skills
SFC license, Bachelor's degree in Finance or Business Administration