Business Support (Private Wealth Management)

Job Responsibilities:

• Liaise with internal departments (Operation, Compliance) and external counterparties to implement PWM day-to-day business and procedure
• Data analysis for better understanding of client activities and service improvement
• Product Due Diligence and counter party onboarding and management such as KYC, CDD and AML.

Requirement

• Minimum 2 – 3 years of experience, preferred in finance industry.
• Operation background with compliance experience, knowledge of products is a plus
• Finance academic background with outstanding Office skills.
• Dedicated and practical, conscientious and responsible, careful and rigorous, should have the professional morality and good team spirit and communication skills.
• Enthusiastic in global finance and investment.
• Full proficiency in English, Mandarin. Cantonese is a plus.