Manager, Investment Specialist

About the Role We are seeking a motivated and detail-oriented Investment Account Executive to join our Wealth Management team. This role is ideal for candidates with 3+ years of client-facing experience in investment services for corporate clients. The successful candidate will play a key role in supporting Relationship Managers (RMs) in handling end-to-end investment account opening process for corporate and institutional professional investors. High-performing individuals may progress into Wealth Management Product Specialist or Relationship Manager roles. Key Responsibilities Account Opening Process: - Handle the end-to-end investment account opening process for corporate and institutional professional investors. - Collect and verify required documentation, ensure accurate system input, and coordinate approvals in timely manner. - Apply industry best practices to maintain compliance and operational efficiency. Client Servicing: - Serve as the first point of contact for clients regarding account opening procedures and basic investment-related queries. - Provide professional guidance and support to ensure a smooth onboarding experience. - Collaborate closely with RMs to deliver exceptional client service. Requirements - Bachelor’s degree in Finance, Business, or related discipline. - 3+ years of hands-on experience in investment roles with direct interaction with corporate clients. - Qualified to be licensed under SFC RA Type 1. - Fluent in English, Cantonese, and Mandarin. - Solid foundation in investment products and account opening processes - Preferred: o Adaptive to change and comfortable in a dynamic environment. o Proactive, detail-oriented, and committed to delivering excellence. - Excellent interpersonal, communication, and client servicing skills.