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

• 1 - 3 years of work experience as CAA

• Experience in 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

• Experience in Expersoft

• Usage of Bloomberg Terminal

• Fluent in English and Mandarin