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Morgan McKinley
Hong Kong, Hong Kong SAR
(on-site)
Posted
1 day ago
Morgan McKinley
Hong Kong, Hong Kong SAR
(on-site)
Job Type
Full Time
Industry
Other
Job Function
Other
Assistant Relationship Manager, Wealth Management
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Assistant Relationship Manager, Wealth Management
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Description
Responsibilities:- Oversee daily investor suitability assessments and ensure precision in trade order processing and data management.
- Maintain the accuracy of product inventories and trade books, ensuring all data reflects real-time market positions.
- Prepare comprehensive trading documentation for rigorous regulatory and internal compliance reviews.
- Act as a stakeholder in efficiency projects, including process automation and User Acceptance Testing (UAT) for proprietary client management systems.
Requirements:
- Degree in Finance, Business, or a related field.
- HKSI Paper 1 is required. Progress toward CFA, CAIA, or CIIA is highly regarded.
- Proficiency in MS Excel is essential; experience with Bloomberg, VBA, or Python will give you a significant advantage.
- Minimum 1 year in financial services; ambitious fresh graduates with strong internships are encouraged to apply.
- A self-starter mindset with the ability to remain calm under pressure and a meticulous eye for detail.
Job ID: 83774416
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