Mandarin Speaking Business Support Advisor

Company : Elp Consult

Job Description - Mandarin Speaking Business Support Advisor

-Assist with the preparation of internal and external meeting and marketing materials, including portfolio summaries, presentations, and client proposals.

-Support the client onboarding process, managing required documentation, KYC (Know Your Customer) checks, and account setup.

-Coordinate with internal departments (e.g., compliance, legal, investment) to ensure smooth communication and alignment in client interactions.

-Handle transaction processing, including trade orders, fund transfers, and account updates.

-Maintain accurate and up-to-date records in CRM and portfolio management systems.

-Conduct ad hoc research and analysis to support client requests and internal projects.

Requirements

-2 years of professional experience in a financial services or wealth management role, with exposure to client services and/or sales support preferred.

-Tertiary educated, and proficiency in both English & Chinese speaking will be a distinct advantage.

-Familiarity with financial products, portfolio management, and investment vehicles.

-Relevant qualifications in the financial industry, such as IMC, IAD, CFA, RDR Level 4/6, will be positively considered.

-Proficiency in Microsoft Office (Excel, Word, PowerPoint)

-Key qualities we value include trustworthiness, reliability, tenacity, resilience, thoroughness, and an excellent attention to detail.

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Mandarin Speaking Business Support Advisor

Job Description - Mandarin Speaking Business Support Advisor

Requirements

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