Summary

Job Context

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Job Responsibilities

�� Supporting the Client Relationship Manager in identifying client needs and providing them with the
right financial planning assistance.
�� Assisting in the management of client portfolios, consisting of Mutual Funds, Portfolio Management
Services (PMS), Direct Equity, etc.
�� Good understanding of Mutual funds, PMS, and other investment products.
�� Collaborating with various departments within the organization, including Research, Insurance,
Financial Planning, and Operations, to ensure timely and accurate responses to client inquiries.
�� Engaging with both existing and prospective clients alongside the Client Relationship Manager and
addressing client inquiries effectively.
�� Providing clients with pertinent information and insights regarding portfolio reviews, Systematic
Investment Plans (SIPs), and other relevant financial discussions.

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Experience Requirements

• 1 - 3 years

Educational Requirements

• Bachelor/Honors

Skills

• You must have a bachelor's degree or above Excellent communication skills both oral and written Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint)

Age

• 23 - 30 Age

Additional Requirements

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Compensation & Other Benefits

• - Mobile Bill , Tour , Medical , Holidays , Performance Bonus
• - Salary Review: Half Yearly

Work place

• Work At Office

Employment Status

• Full Time

Gender

• Female

Job Location

• Hong Kong