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Job Description: The job responsibilities associated with this role may be expected to include but not limited to: • Providing day-to-day support for Relationship Manager with marketing, clients coverage and trade execution. • Excuting trades accurately and timely for clients. • Responding to clients investment related inquries vebally and / or in writing, depending on the nature of the service request or complaint. • Conducting limited research projects, responding to clients. • Helping Relationship Manager on pitch books, account review reports and research projects, through application of PPT or Excel. Knowledge • Good understanding of the private banking business. • Knowledge of financial products, including equity, currencies, fixed income, derivatives, etc Skills and Abilities • 1-2 years related experience in the financial industry is preferred. • PWM related experience is a plus. • Passion and commitment for financial service industry, especially PWM areas. • Good communication skills in Mandarian and English, Cantonese is a plus • Strong drive, willing to work on night shift during US morning trading hours. • Honesty, integrity, good people skills. A good team player. Qualifications • Bachelor degree with financial majors, or graduate degree in other area. • License of securities trading is preferred.
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