Sales Assistant 177 views1 application

Job Overview

  • Salary Offer €15,000 - €20,000
  • Qualifications Diploma

Responsibilities:

 

 

    • Assisting RMs in new accounts onboarding (HNW and Corporates)

 

    • Performing Account Opening checks, including KYC, AML and customer Due Diligence check etc.

 

    • Coordinating with Front/Middle/Back office to provide prompt support service functions for customer problem resolution.

 

    • Liaising directly with the clients to ensure their accounts are set up with complete functionality on the trading platforms.

 

    • Assisting in maintaining the necessary information/documentation properly and in compliance with the rules and regulations.

 

    • Assisting in process review and process re-engineering to improve internal controls and work efficiencies.

 

    • Preparation of monthly reports, i.e. business report, marketing report.

 

    • Other ad-hoc duties assigned.

 

 

Requirements:

 

 

    • Diploma/Degree in Accountancy/Business/Finance or equivalent

 

    • Knowledge of or experience in securities and private banking industry will be advantageous

 

    • Fluent in English, Cantonese, and Mandarin

 

    • Positive, meticulous, systematic, assertive, analytical, possess strong problem-solving skills, good oral communication, written and interpersonal skills

 

    • Able to work under tight timelines and withstand pressure

 

    • Proficient in Microsoft Office applications

 

  • Entry level candidates are welcomed to apply

 

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