Private wealth operations analysis assistant

富昌金融集團·Financial Services

Replied to 5 talents in 7 days
HK work visa available
1 to 3 yrs exp
Bachelor
5 days per week, On-site
HK $18K-20K/Month
Job Highlights
Generous annual leave benefits
Job benefits
Generous Annual Leave
Job Description

Execute department mid and back-end functions, including product and business analysis, data compilation and analysis, account maintenance, etc., to ensure smooth team operations.

Assist in executing wealth management business processes, track transaction progress, improve business documents, and support the team in achieving business objectives.

Build industry and product knowledge, collect business insights, and support the development of customized private wealth solutions that meet the investment objectives and risk preferences of customers.

Support high net worth clients in terms of communication and relationship maintenance, and maintain good customer relationships.

Job Requirements

Bachelor's degree or above, finance, economics, business, accounting or related fields are preferred; those with CPA qualifications are given additional points.

1 to 4 years of solid operational/ accounting work experience in the financial industry.

Thoughtful and quick, strong data sensitivity; with AI tool practical experience; detailed and practical work, attention to details.

Excellent oral and written communication skills in Chinese and English (English and Mandarin).

Excellent interpersonal and coordination skills, with a service-oriented mindset and good cross-departmental collaboration abilities.

View more
Data Analysis
Wealth Management Services
Customer Relationship
FIN
English
Cantonese
Mandarin
蒋燕
Furong Financial Group·HR Manager
Active within 3 days
Company Overview
Fuh Chang Financial Group Co., Ltd. is a large-scale integrated financial group established in 1999, with roots in Hong Kong for over 20 years and its current headquarters located in Hong Kong's Central Business District, currently its wholly-owned subsidiaries include Fuhua Securities Co., Ltd., Fuhua Futures Co., Ltd. and Fuhua Asset Management Co., Ltd. Limited company. In order to expand business development, the group chose a first-class office building in Kowloon Bay in 2020 and self-purchased a full floor, equipped with advanced facilities and 5G fast wireless Online networking, with a rest area for employees and brokers, a multi-purpose activity room where small seminars or client gatherings can be held, and clients can learn how to use Over the past 20 years, Hong Kong has experienced major crises such as financial storms and financial tsunamis, but Fuchang's position has remained steadfast, and it has even developed steadily, The future is a world of financial technology, we seek continuous progress, keep up with the latest technology trends, and allow investors to use Fuhong's investment trading system, First and foremost, Fuchang remains committed to putting customers at the center, striving to provide high-quality services and the most appropriate support to customers, and not You will miss any investment opportunities.
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