About this role
About Us: Huatai International Financial Holdings Company Limited (“Huatai International” or “the Company”), is the only overseas wholly-owned or controlled subsidiary of Huatai Securities. Huatai International is the Huatai Group’s international arm which plays as a crucial role in the group's internationalization strategy by: a) not only providing offshore capital market services (and a global business platform) but also provides onshore clients with valuable cross-border capital market services (aligned with the mainland China government’s policies and commercial intentions); b) actively making use of Huatai Securities’ leading position, distribution network and customer base in mainland China; c) integrating on a global basis across many jurisdictions and regions, a successful and fully integrated international financial platform with innovative financial services solutions.
Huatai International operates as a holding company for consolidating all of the group’s cross-border businesses and companies under one umbrella, offering a truly unified and international business platform. In recognition of such international strength, the renowned international rating agency Standard and Poor’s has assigned Huatai International a “BBB+” rating (for long term) and “A-2” (for short-term).
Job Description:
• Provide administrative and client service support to Relationship Managers servicing Private Banking clients • Understand client requirements and assist relationship managers in daily maintenance of account relationships • Assist with account openings or any other client’s instructions and interface with client to ensure completion of documentation requirements • Handle and follow up clients’ enquiries, service requests and complaints in a timely and professional manner • Coordinate and communicate with different internal channels to support client’s requests • Comply with various regulatory requirements, company regulations and management measures • Conduct Product Suitability assessment and execute trade instructions for clients • Maintain client data and reports and handle administrative duties • Other work and hoc tasks when necessary assigned by the supervisors and managers
Qualification:
• Bachelor Degree or above • 3 years & above of relevant experience in the private wealth management industry • Strong communication skills and proficient in spoken and written Mandarin Chinese and English. Proficiency in Cantonese is a plus • Entrepreneurial spirit with high level of self-motivation • A team player, collaborative with excellent communication and interpersonal skills.