Investment Counsellor Assistant (Wealth Management)

BNP Paribas Real Estate

Hong Kong

3天前

Responsibilities

Execution and Trade Support

Able to receive and execute orders and instructions directly from clients

Able to quote indicative prices for certain product types

Able to execute and process trades done by ICs which includes but not limited to record keeping, voice logs, credit checks, funding instructions, suitability and call reports.

Prepare documentations for client portfolio proposals, reviews and valuations

An expert in the order taking process such that trades comply with the Banks investment and suitability framework.

Strong understanding of the trade workflow front to back in terms of process, steps and systems

Investment Support

Appropriate understanding of client portfolio, background and investment needs

Appropriate understanding of investment products and services

Appropriate understanding of banks suitability and order taking framework

Comply with regulatory requirements. Most importantly, to observe FAA and SFA requirements in the discharge of duty as ICA and as an employee of the Bank.

Senior ICAs to be able and willing to train and impart knowledge to others such that team members have sufficient level of awareness of procedures and controls.

Administrative Support

Able to handle clients and internal staff in a professional manner

Able to handle administrative queries

Coordinate / organize clients meetings / interaction with ICs

Requirements :

Strong verbal and written skills to communicate with clients and internal staff.

A team player with self-initiative and able to work as a group.

Detailed oriented and strong administrative skills to ensure accuracy and completeness

Able to perform under pressure and manage confidential information

An expert in Microsoft Office. An advantage if skills include VBA Coding

Proficient in Bloomberg

Multi-language skills is preferred for greater flexibility in supporting a wide base of clients. An advantage if language expertise include translation skills

University degree with minimum 3 years relevant working experience in finance and banking industry

Must fulfill the fit and proper criteria of relevant regulators

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