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1 week ago
Sydney- Wealth Management- PermanentA Tier 1 Private Wealth Manager is seeking a Dealers Assistant to join their team and require Fluent Cantonese language skills.
Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.
A key function of the Wealth Management Dealers Assistant role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.
**Responsibilities**
- Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details
- Assign account numbers and provide Private Client Advisers with completed new account forms after management approval
- Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
- Authorise access and respond to client queries re Website.
- Coordinate Initial Public Offering allocations and applicable client documentation.
- Liaise with back office and share registries regarding client and PCA enquiries
- Liaise with back office and share registries regarding client and PCA enquiries
- Coordinate client seminars, conferences and presentations.
- Maintain account files and undertake regular follow-up on missing documents.
- Process and monitor stock settlements, including follow up with clients re outstanding funds.
- Participate in department cross-training as required.
**Requirements**:
- Cantonese and ideally also Mandarin language skills
- Degree qualified within a banking related discipline
- Prior Equity client services, Desk assistant or Wealth Management operations experience required
- Ideally RG146 qualified
- Excellent communication and influencing skills
- Ability to work under pressure and to tight time frames within a team
- Goal-oriented with demonstrated drive and initiative
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