Executive/Team Assistant – Wealth Management (6‑month contract)

About the role

This 6‑month fixed‑term position supports the Taiwan International Team of a leading global wealth management institution. You will work closely with Client Advisors, Client Account Managers and other stakeholders to ensure smooth daily operations and high‑quality client service.

Key responsibilities

• Provide administrative and business support to Client Advisors and Client Account Managers.
• Prepare reports, presentations, meeting materials and client‑related documentation.
• Coordinate marketing events, handling registrations, invitations and logistics.
• Arrange travel, process expense claims and manage meeting schedules.
• Respond to client requests and liaise with internal teams for timely resolution.
• Maintain accurate records, business tracking databases and management reports.
• Assist with ad‑hoc projects and team initiatives as required.

Required profile

• Fresh graduates or junior candidates are encouraged to apply.
• Open to candidates from banking or non‑banking backgrounds.
• Experience in customer service, administration, coordination, hospitality, retail or other client‑facing roles is advantageous.
• Strong communication, positive attitude, willingness to learn and interest in wealth management.
• Detail‑oriented, proactive and able to manage multiple tasks effectively.

Required skills

• Proficiency in Microsoft Excel.
• Proficiency in Microsoft PowerPoint.
• Proficiency in Microsoft Outlook.
• Proficiency in Microsoft Word.

What we offer

• Opportunity to join a globally recognised wealth management institution.
• Valuable exposure to private banking and wealth management operations.
• Hands‑on experience working alongside Client Advisors and business stakeholders.
• Development of skills in client servicing, reporting, event coordination and business support.
• Collaborative team environment with strong learning opportunities.