Private Wealth Management - Relationship Manager Assistant

Huatai International Financial Holdings Company Limited

3 years client servicing experience
Mandarin and english proficiency
Client onboarding process handling
The role involves supporting Relationship Managers in all ongoing sales, service, and communications with clients and prospects

Job Summary

  • The role involves supporting Relationship Managers in all ongoing sales, service, and communications with clients and prospects.
  • Candidates will coordinate with internal compliance, risk, and operations teams to ensure smooth client onboarding and product sales.
  • Huatai International offers a global business platform as the overseas subsidiary of Huatai Securities with a strong international rating.

Matching Summary

The role involves supporting Relationship Managers in all ongoing sales, service, and communications with clients and prospects.

Skills & Requirements

Must-have

  • 3 years client servicing experience
  • Mandarin and English proficiency
  • Client onboarding process handling
  • Internal team coordination skills
  • Order execution and trading

Nice-to-have

  • Master degree preferred qualification
  • Entrepreneurial spirit and self-starter
  • Strong analytical problem-solving abilities
  • Detail oriented multi-tasking capability
  • High level of integrity and diligence

Key Requirements

  • Bachelor degree required, Master preferred
  • Minimum 3 years client servicing experience
  • Fluency in spoken and written Mandarin and English

Work Rights

Not specified

Tailored Resume

Cover Letter