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About the Role
Job Responsibilities :
- Assist clients in performing banking services and attend to clients' inquiries
- Assist CA in preparing KYC reports and periodic reports
- Assist in dealing with client's trade orders and cross eye check for other CSM's trade orders
- Support Team Head in management duties
- Minimum a Bachelor's degree in business administration/Banking and Finance or any relevant discipline
- 5-8 years' experience in financial industry
- Good knowledge of relevant financial products
- CACS, CFA preferred
- Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan.
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