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Mandarin Speaking Business Support Advisor
Job Location:
Monthly Salary:
Experience Required:
Posted:
24 May 2026 (30+ days ago)
Posted:
Application Deadline:
21 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
-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.
Required Skills:
operations sales operation support customer service back office settlement KYC liaise Mandarin English
