上海 [切换城市] 上海招聘上海咨询/顾问招聘上海专业顾问招聘

投资顾问助理

亨励(上海)投资咨询有限公司

  • 公司规模:500-1000人
  • 公司性质:外资(欧美)
  • 公司行业:金融/投资/证券  专业服务(咨询、人力资源、财会)

职位信息

  • 发布日期:2015-04-05
  • 工作地点:上海-黄浦区
  • 招聘人数:若干
  • 工作经验:应届毕业生
  • 学历要求:本科
  • 语言要求:英语精通
  • 职位月薪:面议
  • 职位类别:专业顾问  

职位描述

Position: Personal Assistant
Division: Advisory
Department/Region: Asia Pacific (Hong Kong, Shanghai, Singapore)
Work Location: Shanghai
Reports to: Director/Partner
Associated departments: All

Overview
The Personal Assistant is responsible for performing a variety of administrative duties, primarily supporting the Director/Partner, and acting as the first point of contact with internal and external clients.
Key Responsibilities:
? Arrange travel, visas and accommodation;
? Screening phone calls, enquires and requests, and handling them when appropriate;
? Organising and maintaining diaries and making appointments;
? Assists with questions and problems courteously and promptly;
? Dealing with incoming email, faxes and post, often corresponding on behalf of the Director/Partner;
? Taking dictation and minutes;
? Carrying out background research and presenting findings;
? Producing documents, briefing papers, reports and presentations;
? Organising and attending meetings and ensuring the Director/Partner is well prepared for meetings;
? Liaising with clients, suppliers and other internal clients.
Administration
? Oversees the client database for the Director/Partner. Ensures that system records are accurately recorded and cross-checked;
? Enters new client information in the CRM database;
? Ensures that client files and records are maintained in accordance with legal requirements and Company policies and procedures;
? Completes miscellaneous research, reports and memos as requested.
Other duties
? carrying out specific projects and research;
? responsibility for accounts and budgets;
? Maintains and projects the Company’s professional reputation;
? Maintains client confidence and protects operations by keeping client information confidential.

公司介绍

St. James’s Place is one of the largest wealth management companies serving the expatriate community living and/or working in Asia. We have many years of experience and have offices in Hong Kong, Shanghai and Singapore.

The strength of our business is underpinned by satisfied clients, their referrals and the dedication of our unrivalled team of St. James’s Place Partners. Constantly evolving to meet the ever-changing needs of our diverse client base, we are personally committed to providing quality face-to-face advice and the very best client service.

Putting you firmly at the centre of everything we do is core to the St. James's Place culture, and enables us to run a genuinely client-focused business. If we do this well, we believe that, not only will you remain a client, but you may also become an advocate for the company.

Our success can be attributed to two fundamental principles that underpin our business: the strength of the relationship between our Partners and their clients, and our distinctive approach to investment management.

We aim to deliver our commitment to you by:
providing face-to-face financial advice from an experienced St. James’s Place Partner
giving you the opportunity to review your financial affairs regularly
ensuring that your investments are managed effectively
ensuring that our correspondence and literature is clear and easy to understand
listening to your feedback
ensuring that our dealings with you are sensitive to your needs.
If you decide to return to the UK, you have the knowledge that your investments will continue to be managed effectively by an experienced Partner in the UK.

We want your experience of St. James’s Place to be positive in every sense and for all of your dealings with our organisation to meet with your complete satisfaction.

www.sjp.asia

联系方式

  • 公司地址:上班地址:1515号静安嘉里中心