Client Advisor Assistant (CAA)

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 in close coordination with custodian banks and investment banks;

· 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 administrative support to C-suite management.

Requirements

· At least 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

· Usage of Bloomberg Terminal

· Fluent in English and Mandarin