Private Wealth and Client Service Staff

Responsibilities

• Answer incoming customer calls in a professional and efficient manner
• Provide detailed fund information, market views, and asset allocation concepts to clients
• Able to perform basic analysis of client portfolios and give proper recommendations to clients
• Assist clients/selling agents on daily transactions
• Provide assistance to clients regarding account opening processes and ongoing due diligence to ensure that all transactions are complied with SEC rules and regulations
• Other assignments from Manager

Qualifications

• Bachelor’s degree in Finance, Banking, Economics, or related fields (New graduates are also welcome to apply)
• Must hold IC license
• Open minded with good communication and interpersonal skills
• Good Microsoft Office skills including Excel, Word
• Positive attitude