Unity Partners
Sales Assistant
Job Description
Background
Our client is a boutique Wealth Management Group. The firm covers investment and management of diversified portfolios across various asset classes for their clientele across Greater China.
How the role sits within the organization
In light of increasing client demands and volume, this newly created role will mainly focus on supporting Senior Private Bankers in all facets of Client Management, from generating new business leads and maintaining ongoing client relationships to supporting client’s ongoing trade & investment activities.
Key Responsibilities
Support Private Bankers on Account Openings & Maintenance, Client Trade & Fund Activities (including Order Placing, Fund Disbursements & Confirmations) Prepare pitch books and other Marketing collaterals to present the firm’s capabilities and business solutions to potential clients Conduct in-depth researches and analyses to explore new busin...
Our client is a boutique Wealth Management Group. The firm covers investment and management of diversified portfolios across various asset classes for their clientele across Greater China.
How the role sits within the organization
In light of increasing client demands and volume, this newly created role will mainly focus on supporting Senior Private Bankers in all facets of Client Management, from generating new business leads and maintaining ongoing client relationships to supporting client’s ongoing trade & investment activities.
Key Responsibilities