Description

Job Description

• Assist in preparing account opening forms, KYC updates, trade instructions, product subscription documents, and related compliance paperwork.
• Follow up on client signature collection, document filing, and system entry to ensure compliance with internal policies and regulatory standards.
• Step into frontline support during peak periods or team needs, assisting relationship managers with day-to-day client servicing and sales processes for HNWI clients.
• Manage the executive's calendar comprehensively, including meetings, business trips, corporate events, and key action items, ensuring optimal time utilization.
• Handle correspondence, calls, visitor arrangements, and internal communications; prioritize and escalate matters as needed.
• Prepare high-quality meeting packs, presentations, reports, and briefing materials with accuracy and professional formatting.
• Competently use AI tools (e.g., Microsoft 365 Copilot, BOCHK's internal intelligent platforms, or other generative AI systems) to draft documents, summarize meetings, generate recommendations, and streamline workflows.
• Support the creation of dynamic reports, performance dashboards, or market trend briefings to aid managerial decision-making.

Requirements:

• Bachelor's degree or above.
• Minimum 5 years of experience as an executive assistant or senior secretary in financial institutions; experience in private banking, wealth management, or asset management is highly preferred.
• Must hold HKSI Licensing Examination Pass Results for Type 1 (Dealing in Securities) and Type 4 (Advising on Securities), with valid CPD completion.
• Prior RMA training completed, with familiarity in sales cycle, compliance requirements, and client service standards.
• Excellent written and spoken Chinese and English.
• Proficient in Microsoft Office Suite; familiar with Teams, Zoom, and other virtual meeting platforms. Competent in using AI tools for document drafting, meeting summarization, data analysis, and workflow optimization.
• Highly self-motivated, proactive, and able to work independently with minimal supervision.
• Strong sense of confidentiality, professionalism, and resilience in high-pressure environments.

If you are applying for in-scope position(s) under the Mandatory Reference Checking Scheme (i.e., A role carrying out regulated activities licensed by the IA, SFC & MPFA), you are required to undergo the Mandatory Reference Checking. Our responsible recruiter will inform you the details of the MRC process and the requirements in due course. For details, please click here .