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Adviser Assistant

Written by Anton Murray Consulting on .

Location: Hong Kong

Salary description: HKD $300k - 400k

  • $50-100k AUD Equivalent
  • Permanent
  • 1 to 3 years of experience

 

We are currently seeking an Adviser Assistant to support and grow with a highly successful advisory team based in Hong Kong. You will work in a small team who specialise in providing full service investment and financial planning advice. This role will be supporting a team of 4 Advisers.

We are looking for a strong, confident individual, keen to contribute to the ongoing success of this business through rigorous client service, independent thought and contribution to the overall team.

The ideal applicant will have over 2 years’ experience from a similar wealth management business, from a client services, broking operations or similar adviser support role.

Responsibilities:

    • Preparation of investment reports and performance spreadsheets for client meetings and portfolio reviews
    • Assisting with IPO and corporate actions
    • Effectively liaising with internal operations and external platforms
    • Administration support, including but not limited to client and diary management duties
    • Assisting and ensuring advisers compliance in line with regulation (i.e. Files, Authority to Proceed, Approved Product List, correspondence, etc.)
    • Providing additional support to Institutional Sales Team and Office Manager

Experience:

    • 2+ years in a similar Private Wealth support role – Client Services, Assistant Adviser, Operations, Desk assistant
    • Tertiary qualification and preferably some work experience in a corporate environment
    • Proficiency in Microsoft Office and in particular Excel is essential
    • Exceptional phone manner, written and communication skills
    • Ability to multitask, prioritise duties and work unsupervised in a robust work environment
    • A can do attitude towards working in a small, involved team
    • Strong attention to detail whilst ensuring process and procedures are effectively adhered to
    • A dedication to client service, enjoying interaction with private client
    • Background in financial planning preferable
    • Excellent command both written and oral in English,  Cantonese and preferably Putonghua
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