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Wealth Management-investment Assistant-sg

4 months ago

Singapore CICC Full time
CICC SingaporePosted 4 hours ago Permanent S$- S$999k


The position is responsible for assisting Institutional Wealth Advisor to maintain business relationship with high-net-worth individual clients, completing required paperwork, conducting limited research projects, responding to client inquiries, and providing administrative co-ordination with investment management, trading, operations, and customer services areas.


Responsibilities:

The job responsibilities associated with this role may be expected to include but not limited to:

  • Helping Institutional Wealth Advisor to do the routine work, such as completing required paperwork, conducting research projects, record maintenance.
  • Responding to client inquiries and helping clients on their accounts, like opening accounts, checking accounts activities, and coordinating with back office about trading settlement, and so on.
  • Prepares and processes meeting coordination, documents filling, expenses reports and travel arrangements.
  • Providing administrative coordination with investment management, trading, operations, and customer services.

Job Requirement:

  • Bachelor or above degree in Finance, Business Administration, or related disciplines.
  • 13 years relevant work experience in financial services or banking industries is preferable.
  • Experience from Big Four will be an advantage.
  • Good PC skills, ability to use Microsoft Office.
  • Fluent speaking of Mandarin and English.
  • Honest, integrity, hard working with inspiration.
  • Good teamwork and interpersonal skills.
  • Holder of relevant license.