Job Opportunity: Equity Markets Dealers Assistant (Mandarin Speaking)
A leading global wealth management firm seeks an experienced Equity Markets Dealers Assistant fluent in Mandarin to join their team in Melbourne or Sydney on an initial 12-month contract.
About the Role
* Manage administrative client queries and facilitate client onboarding, including preparing account documentation and creating client records.
* Maintain client accounts and records in compliance with AML/CTF and KYC regulations.
* Handle IPOs, corporate actions, and assist with client asset transfers both domestically and internationally.
* Prepare client valuations, asset allocations, and reports.
* Process stock settlements and follow up on outstanding funds.
* Prioritize adviser requests in a fast-paced environment.
* Assist with logistics for client events and provide translation support for marketing materials.
* Establish relationships with internal stakeholders and participate in process improvement initiatives.
* Proactively communicate issues and solutions to clients and Financial Advisors.
* Ensure compliance with the company's code of conduct, policies, and regulatory requirements.
Requirements
* High attention to detail, strong literacy and numeracy skills.
* Proficiency in Microsoft Office Suite.
* Strong organizational and communication skills, both verbal and written.
* Fluency in written and spoken Mandarin and English.
* Knowledge of financial advice processes, markets, and industry trends.
* Resilience, ability to prioritize, goal-oriented, and proactive initiative.
Preferred Qualifications
* Tertiary qualification in Finance, Business, or Economics.
* RG146 certification (studying towards if not held).
* Experience in wealth management, stockbroking, or financial planning.
* Knowledge of broking platforms and portfolio management systems is advantageous.
Remuneration
Around $370 – $400 per day plus superannuation, depending on experience.