Mandarin Speaking Business Support Advisor
ELP Consult · London, England ·
Job Description
Responsibilities
-Assist with the preparation of internal and external meeting and marketing materials, including portfolio summaries, presentations, and client proposals. -Support the client onboarding process, managing required documentation, KYC (Know Your Customer) checks, and account setup. -Coordinate with internal departments (e.g., compliance, legal, investment) to ensure smooth communication and alignment in client interactions. -Handle transaction processing, including trade orders, fund transfers, and account updates. -Maintain accurate and up-to-date records in CRM and portfolio management systems. -Conduct ad hoc research and analysis to support client requests and internal projects.
Requirements -2 years of professional experience in a financial services or wealth management role, with exposure to client services and/or sales support preferred. -Tertiary educated, and proficiency in both English & Chinese speaking will be a distinct advantage. -Familiarity with financial products, portfolio management, and investment vehicles. -Relevant qualifications in the financial industry, such as IMC, IAD, CFA, RDR Level 4/6, will be positively considered. -Proficiency in Microsoft Office (Excel, Word, PowerPoint) -Key qualities we value include trustworthiness, reliability, tenacity, resilience, thoroughness, and an excellent attention to detail.