Opportunities

Adviser Assistant

Written by Anton Murray Consulting Consulting on .

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Location: hong-kong

Salary description:

  • $50-100k AUD Equivalent
  • Permanent
  • 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

Contact Us in Hong Kong

LEVEL 19, TWO CHINACHEM CENTRAL, 26 DES VOEUX ROAD CENTRAL, CENTRAL
HONG KONG

Phone:+852 2168 0887

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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