Avallis Financial

About Avallis Financial

As an Assistant RM, your main duty is to support the business operations of EAM and the Fund Team. You work closely with the EAM Relationship Managers, and the Head of Fund Team to provide a wide range of support from administration, client servicing to trade executions. Duties: Supporting Relationship Managers and the Fund Team in their daily business activities Being at the frontline facing clients and assisting RMs in taking and executing clients’ instructions and ensuring timely transaction processing and service delivery Covering duties such as (but not limited to) placing trade orders, funds monitoring, processing documentation for account openings / closures, updating instruction checklists Liaising with external partners such as private banks, financial institution in matters pertaining to clients’ trades, account maintenance, and any matter related to clients’ services Following up on deals reconciliation, settlement of trades and investment transactions across the classes of assets Initiating project/process enhancement as the need arises. Assisting in preparing and marketing of new funds or investment outlook for both internal and external parties Assisting in monitoring and managing portfolios as a secondary role. Liaising with our partners and counter-parties such as private banks, securities firms, investment banks, custodian banks, trust administrators, legal firms, accounting firms, trustees etc. Management and filing of clients’ and firm’s documents Requirements: Minimum Diploma of any discipline Minimum 3 years’ experience in the banking or financial industry Good inter-personal and communication skills Above average proficiency in Microsoft Office particularly Excel and Power Point High Proficiency in English is mandatory especially in business English as our stakeholders and counter-parties are banks and financial institutions Proficiency in Mandarin as you are required to service Chinese speaking clients What we offer: Organic growth and development of skills/experience in private wealth management and fund Management Career progression to senior level or team management Regular internal and external training sessions in private wealth management and fund management Family-oriented work culture Thanks very much for your interest. We regret that only shortlisted candidates will be contacted.

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Company Info

Legal Form: LTD

Company Type: Public

Company Size: 51 - 250

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