Client Solution Support Specialist

Hengyu Wealth Management Limited; Hong Kong Island; On-site; HKD 279,000 - 424,000; Full time

Job summary

Hengyu Wealth Management Limited is seeking a Solution Support Specialist to support back-office operations in Hong Kong. The role emphasizes data collection, documentation, and structured records, not client advisory services.

The ideal candidate will hold a Bachelor’s degree (Computer Science preferred), be fluent in Mandarin with basic English, and have strong MS Office skills to prepare reports and proposals. Project management experience is a plus; no insurance licence is required.

Qualifications

• Bachelor’s degree or above, Computer Science related major preferred.
• Prior project management experience is a plus; able to understand basic financial & corporate operational data.
• Fluent in Mandarin; basic written & spoken English. Cantonese speaker preferred.
• Meticulous and rigorous, experience in document archiving, version control and KYC documentation is advantageous.
• Proficient in MS Office, able to prepare reports and PPT materials independently.
• Back-office support role. No Hong Kong insurance or SFC licence required.

Responsibilities

• Support team to collate HNW client basic information, including corporate ownership, business operation and family asset questionnaire data.
• Assist in preparing supporting materials for client proposals: compile statistics of four asset classes (real estate, stocks, savings, insurance), reference documents for overseas education, Hong Kong insurance, family succession and migration.
• Support KYC / AML due diligence documentation, prepare meeting minutes, risk assessment questionnaires and proposal drafts, manage document version control and records retention.
• Support back-office administrative workflows for insurance application, identity planning and asset allocation implementation: document checking, file routing, policy filing and annual client record update.
• Maintain client database and generate data reports. Assist in back-office preparation for industry seminars and executive interviews (materials & PPT preparation only). Not responsible for client acquisition, client pitching or product presentation.
• Liaise with external partners (migration, property, medical insurance providers) for document exchange and information coordination. Only pass messages, no professional consultation service.

Skills

Mandarin fluency

Basic English

Cantonese preferred

Document processing

Data management

MS Office proficiency

Education

Bachelor’s degree or above, Computer Science related major preferred

Tools

MS Office

Job description

HengyuWealth Management Limited isvery experienced in the insurance broker industry. We are servicing over 10,000 clients and business partners. We focus on financial planning services, family office planning and asset management. We are working with top tier private banking and retail banking toprovidea wide range of premium financing and saving products to cater our customerneeds. Our asset management team support us with EAM service.

1. Bachelor’s degree or above, Computer Science related major preferred. Strong capability in document processing and data management.

2. Prior project management experience is a plus; able to understand basic financial & corporate operational data. Career switch candidates are welcome.

3. Fluent in Mandarin; basic written & spoken English. Cantonese speaker preferred.

4. Meticulous and rigorous, experience in document archiving, version control and KYC documentation is advantageous.

5. Proficient in MS Office, able to prepare reports and PPT materials independently.

6. Back-office support role. No Hong Kong insurance or SFC licence required.

Job Responsibilities

1. Support team to collate HNW client basic information, including corporate ownership, business operation and family asset questionnaire data. Conduct filing, data entry and structured documentation. Shall not independently analyse client assets or cash flow, nor provide wealth planning advice to clients.

2. Assist in preparing supporting materials for client proposals: compile statistics of four asset classes (real estate, stocks, savings, insurance), reference documents for overseas education, Hong Kong insurance, family succession and migration. All final proposals must be reviewed and approved by licensed consultants.

3. Support KYC / AML due diligence documentation, prepare meeting minutes, risk assessment questionnaires and proposal drafts, manage document version control and records retention.

4. Support back-office administrative workflows for insurance application, identity planning and asset allocation implementation: document checking, file routing, policy filing and annual client record update. Shall not market products or provide product consultation to clients.

5. Maintain client database and generate data reports. Assist in back-office preparation for industry seminars and executive interviews (materials & PPT preparation only). Not responsible for client acquisition, client pitching or product presentation.

6. Liaise with external partners (migration, property, medical insurance providers) for document exchange and information coordination. Only pass messages, no professional consultation service.

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Your application will include the following questions:

• Which of the following statements best describes your right to work in Hong Kong?
• What's your expected monthly basic salary?
• How many years' experience do you have as a Solution Support Specialist?
• What is your highest level of education?
• How would you rate your Mandarin language skills?