Assistant Manager, Client Services, Wealth Management
CLSA(1 month ago)
About this role
A brokerage administration role supporting Wealth Management and Retail & High-Net-Worth business lines, focused on client account management and regulatory adherence across Hong Kong and regional markets. The position interfaces with internal and external clients and supports execution-related activities for securities, futures and other financial products.
Required Skills
- Brokerage Administration
- Account Onboarding
- Trading Operations
- AML Screening
- Client Services
- Policy Compliance
- Project Coordination
- Staff Supervision
- Communication
- Teamwork
+1 more
Qualifications
- Degree in Business or Finance
- SFC Type 1 License
- SFC Type 7 License
- SFC Type 8 License
- SFC Type 2 License (plus)
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