Job Responsibilities :

1. Assist clients in performing banking services and attend to clients’ inquiries
2. Assist CA in preparing KYC reports and periodic reports
3. Assist in dealing with client’s trade orders and cross eye check for other CSM’s trade orders
4. Support Team Head in management duties

Job Requirements :

1. Minimum a Bachelor’s degree in business administration/Banking and Finance or any relevant discipline
2. 5-8 years’ experience in financial industry
3. Good knowledge of relevant financial products
4. CACS, CFA preferred
5. Effectively bilingual in English and Mandarin as the role requires communication with Chinese speaking colleagues in Hong Kong and Taiwan.