Client Advisor Assistant
SINO SUISSE CAPITAL PTE. LTD.
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 the cooperation projects with Mainland Chinese brokers and asset managers
• Assist with account opening, onboarding, due diligence and monitoring activities;
• 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
• Experience in Mainland Chinese Security broker or Asset Management industry
• Knowledge of Mandarin is essential.
• 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
• 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 the cooperation projects with Mainland Chinese brokers and asset managers
• Assist with account opening, onboarding, due diligence and monitoring activities;
• 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
• Experience in Mainland Chinese Security broker or Asset Management industry
• Knowledge of Mandarin is essential.
• 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
JOB SUMMARY
Client Advisor Assistant
SINO SUISSE CAPITAL PTE. LTD.
Singapore
7 days ago
N/A
Full-time
Client Advisor Assistant