Job ref no.: SC
Levin Human Capital Consulting Group

Assistant Execution Manager / Assistant Relationship Manager V Private Wealth (PRC Bank)

Levin Human Capital Consulting Group

  • Execute instructions from clients for buying or selling of securities/Forex, setting up deposits, drawing of loans
  • Competent in handling daily transactions in an accurate and timely manner
  • Work closely with Relationship Managers and clients
  • Provide support to Relationship Managers and ensure high standards of customer services are met
  • Assist with account opening for clients, including KYC/AML processes
  • Monitor closely for funding of accounts for trades and other investments
  • Assist in preparing markets presentations and marketing materials
  • Assist in analyzing clients’ portfolios and provide investment advice
  • Assist with audit and other compliance self assessment process
  • Degree holder in Finance, Economic, Business or relevant disciplines preferred
  • Minimum 3 years experience in the Assistant Relationship Manager or relevant position is preferred
  • Securities/Forex execution experience is preferable
  • Holder of SFC Type 1 and Type 4 licenses
  • Good knowledge in wealth management products
  • Self-initiative and a strong team player
  • Good communication and interpersonal skills
  • Fluent in Putonghua, English and Cantonese
  • Well versed in Microsoft Excel (Visual Basic preferable) and Chinese typewriting

*** Interested parties, please send your FULL RESUME (in MS Word format) with availability, current and expect salary to [via CTgoodjobs Apply Now ]. Pls contact us at 2520 0064 for more infor.

For more Job opportunities please visit our career wonderland at

More job information
Job ref no. SC (CT3116747-01#0010)
  • N/A
Job Function
  • Central
Employment Term
  • Full-time
  • 3 years - 8 years
Career Level
  • Middle management level
  • Degree