Sales Assistant 177 views1 application
Job Overview
- Salary Offer €15,000 - €20,000
- Qualifications Diploma
Responsibilities:
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- Assisting RMs in new accounts onboarding (HNW and Corporates)
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- Performing Account Opening checks, including KYC, AML and customer Due Diligence check etc.
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- Coordinating with Front/Middle/Back office to provide prompt support service functions for customer problem resolution.
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- Liaising directly with the clients to ensure their accounts are set up with complete functionality on the trading platforms.
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- Assisting in maintaining the necessary information/documentation properly and in compliance with the rules and regulations.
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- Assisting in process review and process re-engineering to improve internal controls and work efficiencies.
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- Preparation of monthly reports, i.e. business report, marketing report.
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- Other ad-hoc duties assigned.
Requirements:
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- Diploma/Degree in Accountancy/Business/Finance or equivalent
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- Knowledge of or experience in securities and private banking industry will be advantageous
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- Fluent in English, Cantonese, and Mandarin
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- Positive, meticulous, systematic, assertive, analytical, possess strong problem-solving skills, good oral communication, written and interpersonal skills
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- Able to work under tight timelines and withstand pressure
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- Proficient in Microsoft Office applications
- Entry level candidates are welcomed to apply
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