Client Advisor Associate, Wealth Management

Experis; Hong Kong Island; On-site; HKD 220,000 - 360,000; Full time

Job summary

Experis in Hong Kong is seeking a Support Relationship Manager to assist in maintaining cordial client relationships and delivering quality services in wealth management. You will support Relationship Managers with portfolio monitoring, rebalancing, and transaction processing, and serve as the main contact for RM inquiries and admin tasks.

You will help with client onboarding, perform KYC and due diligence, collaborate with internal departments to open accounts, and provide ad-hoc support to the

Qualifications

• University degree in Banking, Business Management, Finance or related disciplines.
• Minimum 2 years of work experience in finance, preferably CRM or wealth management support.
• HKSI securities licence and IIQE insurance licence holders preferred; meet SFO and Insurance Ordinance competency requirements.
• Strong sales and customer orientation with excellent communication and interpersonal skills.
• Proficiency in English, Cantonese and Mandarin.

Responsibilities

• Support Relationship Managers in building and maintaining client relationships and delivering quality client services
• Assist RMs in portfolio monitoring, rebalancing, and processing transactions
• Act as primary contact for RM client enquiries and administrative support
• Assist in client onboarding, perform KYC and due diligence, coordinate with internal departments to open accounts
• Provide ad-hoc support to wealth management team as required

Skills

English

Cantonese

Mandarin

Communication

Interpersonal skills

Sales orientation

Education

University degree in Banking/Finance/Related

Job description

Support Relationship Managers in building and maintaining cordial client relationships and delivering quality client services

Assist RMs in ongoing portfolio monitoring, facilitating rebalancing and transaction orders

Act as the primary point of contact for RM client enquiries and administrative support

Assist in client onboarding, perform KYC and due diligence, collaborate with internal departments to process account opening

Provide ad-hoc support to the wealth management team as required

University degree in Banking, Business Management, Finance or related disciplines

Minimum 2 years of work experience in the finance industry, preferably in customer relationship management or wealth management support

HKSI securities licence and IIQE insurance licence holders are strongly preferred; candidates must be able to fulfil the competency requirements under the Securities and Futures Ordinance and Insurance Ordinance

Strong sales and customer orientation, with excellent communication and interpersonal skills

Proficiency in written and spoken English, Cantonese and Mandarin