Associate

Summary

Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. We are searching for candidates with prior experience in the financial services industry, extraordinary attention to detail, and strong communication skills.

Requirements

• Bachelor's degree
• Experience: 2-3 years in Client Service and/or Financial Service preferred. Fresh graduates with a Finance, Law, Accounting, or Information Systems, etc. who are motivated and demonstrate the right aptitude will also be considered
• Excellent written and oral communication skills in English; Cantonese and Mandarin is advantageous
• Minimum of 2 years experience and familiarity, preferably gained in brokerage or corporate banking. Demonstrates knowledge in handling client concerns and issues with tact and diplomacy
• Strong research, investigatory, and problem-solving skills
• Able to multitask various projects and firm initiatives
• Intermediate experience with MS Outlook, MS Word, and MS Excel; and
• Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously

Responsibilities

• Correspond to inquiries and concerns externally with retail and institutional clients via in-person meetings, telephone, e-mail and online messaging, internally to sales representatives and Client service representatives
• Research and resolve a wide variety of client questions and/or issues on the account opening process
• Multitask with a strong emphasis on AML and KYC knowledge while dealing with incoming client queries
• Learn all aspects of the IBA brokerage platform and policy that offer alternatives to satisfy client concerns while complying with policies, practices and procedures
• Work closely with Legal and Compliance, Program Developers, and Project Managers to ensure compliance with new and existing procedures and regulatory requirements
• Able to multitask various projects and firm initiatives
• Ability to work independently and effectively as part of a team while handling multiple tasks and responsibilities simultaneously

Benefits

• Competitive Salary, annual performance-based bonus and stock grant
• Excellent health and welfare benefits, including medical, dental, specialist and in-patient
• Competitive package of Annual Leave
• Modern offices with multi-monitor setups
• Great work-life balance
• Unique opportunity to gain exposure to global financial products, markets and clientele
• Opportunities for career progression and job scope expansion in a global company with a growing local presence
• Hybrid work arrangement role permitting