Job Function:
Provide a full range of administrative and clerical support to the Wealth Management team.

Duties and responsibilities:

  • Business trip arrangements
  1. Hotel and air ticket bookings
  2. Pre-trip: Get Biz Trip pre-approval via Travel form, Email and GTAS
  3. Book restaurant and meeting room in overseas hotel for business trip
  4. Collect Travel Reports
  • Prepare expenses claim reports in Concur for RMs, PCs and IA
  1. Check & Chase receipts VS AMEX statement
  2. Check & Chase supporting: Accuracy between pre-trip approval and post trip, accuracy between the pre-meal approval and actual meal
  3. Input concur
  4. Scan & attached to concur system, submit to approver, and monitor the claims status
  • Gift pre-approval, ordering and compliance log (included price comparing/quotation)
  1. Examples: Chinese Cake, Mooncakes, X'mas Hampers, Birthday Gifts
  2. Consolidate leaflets from different hotels / shops and send to RMs
  3. Comparing / quoting prices
  4. Log Compliance for RMs
  5. Monitor the approval and answer the questions from Berlin Compliance
  6. Gift ordering & follow up
  7. Sending gifts to clients from office
  • Assist to print, photocopy and bind all marketing materials
  • Assist to prepare account opening documentation
  • Scanning, copying, binding and filing of client and other related documents
  • Collection and distribution of internal / external mails and files from/to respective sections in the bank within same building
  • Arrange courier services, meeting room reservations, lunch/dinner reservation for RMs
  • Coordinating on client events
  • Stationary ordering
  • Co-ordinate with IA, PC for teams’ weekly investment meeting / IA meeting material / conference call / VC
  • Take on supply/backup SA role when needed


  • Relevant experience, preferably gained in Private Banking or Wealth Management
  • Excellent written and verbal communication skills
  • Smart and able to think of solutions at times of high pressure
  • Works efficiently to meet deadlines in a fast paced environment
  • Confident in manner and ability, flexible and helpful in personality
  • Immediately available is preferable


Salary: $5,000 Per Month