Wealth Management Assistant / Mandarin Speaking

by | Nov 10, 2021

Wealth Management Assistant / Mandarin Speaking

BMYG Asset Management Pty Ltd

Melbourne, Eastern Suburbs

Administration & Office Support, PA, EA & Secretarial

We are a leading asset management company founded in 2010. Our business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. 

At BMYG, we recognize that employees are our most important asset. We provide various chance to support and nurture every opportunity for you to reach your full potential.

Day to day the role will see you:

  • Ensure all client calls and requests are answered in a courteous and professional manner, and case managed with care and in a timely manner
  • Assist investors with documentation preparation and onboarding process
  • Assist investors with amendments to their accounts and assist with basic tax related enquires, calculations etc.
  • Assist with investors portfolio management
  • Maintain and update records of every investor transaction
  • Maintain a high standard of process and product knowledge including employer policies and guidelines
  • Work across multiple CRM systems
  • Draft reports and investor letters to manager
  • Monitor a shared support mailbox

The ideal Candidate will possess the following:  

  • Mandarin speaking is essential
  • Accurate data entry skills with a high level of attention to detail
  • Initiative and ability to utilise problem solving skills to respond to complex client enquiries
  • A genuine desire to assist wherever necessary
  • Require confidence and competence in using various computer software & mobile APPs, mainly Microsoft Office Excel, CRM etc.
  • A passion for providing exceptional client service within the financial services industry.
  • Previous 2–3 years client service experience in financial service industry is desirable
  • A strong and exacting verbal and written communication skill set
  • Proven ability to work to strict timelines
  • Ability to prioritise workload
  • Able to work within a team to all achieve the same result

What we offer

  • Ongoing in-person learning and development and ideation opportunities
  • A team that promotes and supports diversity and inclusiveness to be your whole self to work
  • Friendly supportive teams with ongoing support
  • Financial rewards for your contributions to our success including a bonus plan
  • Career growth and development

To apply for this position, please send your cover letter and resume to career@bmyg.com.au

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