Client Advisor Assistant (CAA)

Duties & Responsibilities

. Responsible for delivering superior client experience through understanding, anticipating and executing client's transactions and providing excellent administrative and organizational support to Client Advisor.

. Support Client Advisors in delivering exceptional client service and experience

. Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.

. Assist with account opening, onboarding, due diligence and monitoring activities

. Support with documentation for client meetings, business trips, investment proposals

. Adhere to Internal policies & procedures and escalate where necessary

. Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements and

. Provides coverage for buddy CAAs.

Requirements

. At least 5 years of work experience as CAA

. Experience in private banking industry

. Ability to multi-task and work in a challenging fast-paced environment

. Strong work ethic with a positive, can-do attitude

. Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start‐up environments

Good to have

. Usage of Bloomberg Terminal

. Fluent in English and Mandarin