Wealth Management - Investment Assistant

Job Description:

The position is responsible for assisting Institutional Wealth Advisors 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.

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

Responsibilities:

· Helping Institutional Wealth Advisors 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

· 1-3 years relevant work experience in financial services or banking industries preferable

· Good PC skills, ability to use Microsoft Office

· Fluent speaking of Mandarin, Cantonese and English

· Honest, integrity, hard working with inspiration

· Good teamwork and interpersonal skills

· Holder of SFC license preferable

Disclaimer:
CICC is committed to fostering an environment of equity and diversity. We recognize the importance of fair treatment in all aspects of our business, from recruitment and hiring to professional development and advancement.

CICC aims to build an inclusive workplace that values the diverse backgrounds, ideas, and cultures of our employees. We strive to create an environment where every employee feels heard, supported, and empowered to contribute to the company's growth and success. By leveraging our collective strengths, we aim to drive innovation and achieve excellence in the industry.

It is CICC’s responsibility to provide equal employment opportunities to all prospective employees, regardless of race, ethnicity, gender, age, disability, or any other characteristics protected by law.

The preceding job description has been designed to indicate the general nature and level of the work to be performed by employees within this classification. It is not intended to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.