Associate PWM Operations (Cantonese speaking) recruitment
Main Responsibilities:• Assisting clients to open new accounts – execution of the new account documentation, account setup in the firm system and managing funding process • Managing clients’ daily cash needs – processing cash and stock movements out to external counterparties and to other internal accounts as per clients instruction • Trade and confirmation management – Processing and reconciling daily trading-related transactions • Providing exceptional client service by building strong relationships with clients and addressing their queries needs • Functioning as a key liaison to Read more […]