comScoreTag Job - 客 戶 經 理 助 理 Relationship Manager Assistant, Prudence Investment Management (Hong Kong) Limited
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Prudence Investment Management (Hong Kong) Limited

方圆金融控股集团 (www.fangyuanfh.com) 由香港永隆银行前控股股东伍氏家族及核心团队于2008年在香港发起成立。集团旗下香港资产管理板块——方圆基金管理(香港)有限公司作为香港第一梯队的基金管理公司,持有香港证监会颁发的基金管理牌照(9号牌)、投资咨询牌照(4号牌)、证券交易牌照(1号牌),管理资产规模超过200亿港币;其管理基金多次获得国际权威基金评级机构的奖项或提名,包括亚洲最佳长期收益基金奖、亚洲最佳固定收益基金奖、大中华最佳对}基金奖等。

Prudence Investment Management (Hong Kong) Limited, founded in 2008, is a leading investment management firm in Hong Kong which is licensed to carry out Type 1 (dealing in securities), Type 4 (advising on securities) and Type 9 (asset management) regulated activities under the Securities and Futures Ordinance (SFO). Prudence is a wholly owned subsidiary of the Fangyuan Financial Holdings Group which was founded by the former major shareholder of Wing Lung Bank and other core team members. The group currently manages and advices over HKD 20 billion of assets. Funds managed by Prudence have received various awards and nominations such as the Long-Term Performance Award, Best Asian Fixed Income Fund and Best Greater China Hedge Fund in recognition of its outstanding and consistent performance.

 

 

 

客 戶 經 理 助 理 Relationship Manager Assistant

Job Ref.CT3112275-01#3767

现因业务发展需要招聘以下职位:

职位: 客户经理助理

地点: 香港中环

合约 : 全职

工作职责:

协助客户经理对私人银行下达专户的投资交易指示,与私人银行进行交易、持仓及现金的核对;
韺U客户准备相关文件,协助开立和维护私人银行专户;
维护现有超高净值客户的关系,负责客户接待、查询回复、报告发送等;
主管分配的其他工作
要求:

大学经管类相关专业本科或以上学历,有金融服务从业经验者优先;
2. 具备优秀的普通话和英语书面及口语能力,粤语流利者优先;

3. 具有高度责任心和团队协作能力,愿意学习新知识,认真仔细,能适应快节奏的工作环境

附加信息和申请方法:

我们提供高于巿场的报酬:年终奖金,5天工作周,15-20天带薪年假,医疗福利,提供免费午餐、通讯补助,在岗培训和稳定和谐的工作环境。

有关公司的更多信息,请参阅我们的网站www.fangyuanfh.com

有兴趣人士请将预期薪水和中英文简历发至 "APPLY NOW"。

公司会将所有收集到的个人资料严格保密,仅用于与就业有关用途。  

 

To cope with business expansion, the following position is now open for application:

Relationship Manager Assistant

Location:  Central, Hong Kong

Position: Permanent

Responsibilities:

  • Work closely with relationship managers to execute trades for clients’ portfolio, liaise with counterparties for the trade/position/cash reconciliation.
  • Assist clients to prepare related documents for account opening and maintenance
  • Maintain relationship with existing HNW clients, including facilitate with clients’ visit, respond to clients’ request, distribute report to clients, etc.
  • Perform other ad-hoc tasks and projects as assigned

Requirements:

  • Bachelor’s degree or above in Finance/Accounting/Business/Legal/Management or related disciplines, relevant experiences in Financial institutions are preferable
  •  Excellent command in written and spoken English and Mandarin, Cantonese is a plus
  • Strong sense of responsibility, a team player, eager to learn new things, detail oriented, able to work in a fast-paced environment

Additional Information and Application Method:

We offer competitive remuneration package: discretionary bonus, 5-days work week, 15-20 days paid annual leave, medical benefit, complimentary lunch meals, miscellaneous allowance, on job training and a stable harmonious working environment. 

 

For more information about the company, please refer to our website www.fangyuanfh.com.

Interested parties please send your resume in English and Chinese with expected salary by clicking "Apply Now".

All information received will be kept in strict confidence and only for employment-related purpose.

 

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.

Apply Now
Job Ref No.
CT3112275-01#3767
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