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About the Role
 

Based in Mid Levels Central, this role will provide high quality 1:1 secretarial support to a highly successful President and CEO of a family office. The ideal candidate will possess exceptional organizational and communication skills to manage a fast-paced and busy calendar, ensuring that his daily agenda is well-maintained, organized and productive. They will also have an eagerness to learn and grow with the CEO and his family office.

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Key Responsibilities
 

Day-to-day management:
 

• Assist the CEO in scheduling, managing meetings and itineraries, and ensuring efficient and reasonable time allocation.

• Responsible for meeting minutes and follow-up matters to ensure that the implementation is in place.

• Draft, collate and review important documents, reports, mailings and other related documents.
   

Communication & Coordination:
 

• Serve as a liaison between the CEO and external financial institutions and partners to ensure accurate and timely information delivery.

• Handle the CEO's daily emails, letters, and phone calls, sifting through key information, and providing timely feedback.

• Attend meetings or events on behalf of the CEO when necessary, record key content and report on relevant situations.
   

Investment & Project Support:
 

• Assist in promoting key projects of family offices, including but not limited to investment management, asset allocation and family affairs planning.

• Collect and analyze investment-related information, assist in asset allocation, macro research and industry analysis, and support CEO decision-making.

• Assist the CEO in asset evaluation and risk analysis, and provide data support and advice.

• Follow up the progress of the project, coordinate resources, and regularly report on the completion of key nodes.
   

Administrative Support:
 

• Manage and optimize the day-to-day operations of the office to ensure efficient and orderly operations.

• Assist the CEO with personal matters (e.g. travel arrangements, family-related matters, etc.).

• Other Responsibilities:

• According to the needs of the CEO, complete other temporary tasks in a timely manner.

 

About You
 

• Bachelor's degree or above, or overseas equivalent level of college, business, finance, management or related majors are preferred.

• Experience in family office or high net worth client service is preferred.

• Familiar with investment management, financial background and financial foundation, legal experience (especially familiar with Hong Kong law) is preferred.
   

Skill Requirements:
 

• Excellent organizational and time management skills, able to multi-task efficiently and ensure quality.

• Excellent verbal and written communication skills, logical clarity, strong sense of responsibility and self-initiative.

• Proficient in the use of office software, with intermediate or above Excel skills, able to efficiently organize and analyze data.

• Strong research and analysis skills, able to quickly understand complex problems and propose solutions.
   

Personal Qualities:
 

• High sense of professional ethics and confidentiality.

• Meticulous and rigorous, strong sense of responsibility, high execution.

• Good adaptability and ability to work under pressure, able to stay calm and efficient in a high-pressure environment.
   

What's On Offer
 

• Competitive base salary​

• Discretionary bonus

• 18 day annual leave

• 11am-7pm working hours (potential to be flexible)

• Meal allowance

• Medical insurance

 

Interested candidates, please email your CV to julia@finesse-solutions.com to discuss this opportunity further!