Private Wealth Management - Relationship Manager Assistant
Huatai International Financial Holdings Company Limited · Posted Apr 23, 2026
- 3+ years
Responsibilities
- Responsible for handling all aspects of onboarding clients in a smooth and efficient process
- Supporting RMs for all on-going sales, service and communications with clients and prospects
- Coordinating and communicating with different internal teams such compliance, risk management and operation to complete all required process for clients’ serves and products sales.
- Handling and executing clients orders and products trading according the approved manuals
- Assisting work and hoc tasks when necessary assigned by the supervisors and managers
Requirements
- Bachelor degree holders (Master degree preferred)