At a Glance
- Tasks: Assist with meetings, client onboarding, and transaction processing in a dynamic financial environment.
- Company: Join a leading financial services firm focused on client success and innovation.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Great opportunity for career growth in a fast-paced industry.
- Why this job: Make a real impact by supporting clients and enhancing their financial journeys.
- Qualifications: 2 years in financial services, bilingual in English and Chinese, and strong attention to detail.
The predicted salary is between 31500 - 38500 £ per year.
Responsibilities
-Assist with the preparation of internal and external meeting and marketing materials, including portfolio summaries, presentations, and client proposals.
-Support the client onboarding process, managing required documentation, KYC (Know Your Customer) checks, and account setup.
-Coordinate with internal departments (e. g., compliance, legal, investment) to ensure smooth communication and alignment in client interactions.
-Handle transaction processing, including trade orders, fund transfers, and account updates.
-Maintain accurate and up-to-date records in CRM and portfolio management systems.
-Conduct ad hoc research and analysis to support client requests and internal projects.
Requirements
-2 years of professional experience in a financial services or wealth management role, with exposure to client services and/or sales support preferred.
-Tertiary educated, and proficiency in both English & Chinese speaking will be a distinct advantage.
-Familiarity with financial products, portfolio management, and investment vehicles.
-Relevant qualifications in the financial industry, such as IMC, IAD, CFA, RDR Level 4/6, will be positively considered.
-Proficiency in Microsoft Office (Excel, Word, Power Point)
-Key qualities we value include trustworthiness, reliability, tenacity, resilience, thoroughness, and an excellent attention to detail.
TPBN1_UKTJ
Mandarin Speaking Business Support Advisor employer: ELP Consult
As a leading global IT company, we pride ourselves on fostering a dynamic and inclusive work culture that values collaboration and innovation. Our Berlin/London/Beijing locations offer unique opportunities for professional growth, with access to diverse talent pools and a commitment to enhancing the candidate experience. Join us to be part of a team that not only prioritises your development but also encourages you to make a meaningful impact in the recruitment landscape.
