Client Advisor Assistant (CAA)

Duties & Responsibilities · Responsible for delivering superior client experience through understanding, anticipating and executing client’s transactions and providing excellent administrative and organizational support to Client Advisor. · Support Client Advisors in delivering exceptional client service and experience; · Be point-of-entry contact for clients with account queries or orders, stock orders, payments, etc.; · Assist with account opening, onboarding, due diligence and monitoring activities in close coordination with custodian banks and investment banks; · Support with documentation for client meetings, business trips, investment proposals; · Adhere to Internal policies & procedures and escalate where necessary; · Collaborate with colleagues to ensure that all client accounts comply with legal, compliance and regulatory requirements; and · Provides administrative support to C-suite management. Requirements · At least 3 years of work experience as CAA · Experience in banking industry · Ability to multi-task and work in a challenging fast-paced environment · Strong work ethic with a positive, can-do attitude · Experience in entrepreneurial environments and the flexibility to work in both highly structured corporate settings and less structured start‐up environments Good to have · Usage of Bloomberg Terminal · Fluent in English and Mandarin