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Private Wealth Management - Relationship Manager Assistant

Posted 1 months ago
Full-time

Job Description

About Us:
Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by:
a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions);
b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China;
c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.

Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).

#LI-DNI

Job Description:

  • Responsible for handling all aspects of onboarding clients in a smooth and efficient process

  • Supporting RMs for all on-going sales, service and communications with clients and prospects

  • Coordinating and communicating with different internal teams such compliance, risk management and operation to complete all required process for clients’ serves and products sales.

  • Handling and executing clients orders and products trading according the approved manuals

  • Assisting work and hoc tasks when necessary assigned by the supervisors and managers

Qualification:

  • Bachelor degree holders (Master degree preferred)

  • At least 3 years of experience in client servicing

  • Proficiency in spoken and written Mandarin and English

  • Excellent interpersonal skills and communication capability

  • Strong analytical skills and problem-solving abilities

  • Detail oriented and able to multi task and work under pressure

  • Faster learner, team worker and self-starter with entrepreneurial spirit

  • High level of integrity, honesty, diligence and loyalty

Private Wealth Management - Relationship Manager Assistant at Huatai | Renata