Roles and Responsibilities:
- Responsible for organizing and managing materials required for client account opening;
- Assist relationship managers in managing and servicing clients to deliver superior client experience;
- Handle administrative duties including scheduling of appointments, preparing correspondences, arranging meetings and receptions, producing presentation materials;
- Coordinate across departments to follow up and deliver on various projects;
- Maintain relevant statistics and reports in a consistent and timely manner.
Qualifications:
- Bachelor’s degree or equivalent, preferably in Finance, Economics, Business, International Trade, or related fields;
- Fluent in reading and writing in both Chinese and English is required in order to process documents in both languages;
- Highly meticulous and patient, capable of carefully checking and verifying materials to ensure the accuracy and completeness of documents;
- Effective communication and coordination skills;
- Accountable for own work, able to proactively solve problems, adapt to changes and maintain high work efficiency;
- Experience in similar capacity or finance industry is preferred.