Assist Institutional Wealth Advisors in maintaining relationships with high-net-worth clients through paperwork, research, and client inquiries. Coordinate with investment management, trading, operations, and customer services on account opening and trade settlement. Requires 1-3 years of financial services experience and fluency in Mandarin, Cantonese, and English.
Core skills
Microsoft OfficeClient Relationship ManagementAdministrative CoordinationAccount OpeningTrade Settlement CoordinationResearch
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