ESOP & Private Wealth Client Advisor

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 600,000 - 900,000; Full time

Benefits offered by this job

MS Office proficiency

Job summary

Huatai International Financial Holdings Company Limited seeks an experienced professional to drive ESOP client onboarding and ongoing service support. You will act as the primary contact for ESOP clients, assist with system usage, and coordinate with compliance, operations, IT and legal teams to ensure timely onboarding and long‑term maintenance.

The role requires a Master’s degree in finance, at least 6 years of relevant experience, and excellent customer service and communication skills, with

Qualifications

• Master’s degree in finance related discipline.
• At least 6 years related working experience.
• Excellent customer services and communication skills.

Responsibilities

• Business development including client pitching and ESOP proposal materials preparation.
• Primary contact for ESOP clients, providing customer support in ESOP system usage.
• Coordinate with compliance, operations, IT and other internal teams for onboarding new clients and ongoing maintenance.
• Coordinate with bankers, relationship managers, lawyers and other related professionals for ESOP services.
• Handle ad hoc duties as assigned.

Job description

Huatai International Financial Holdings Company Limited seeks an experienced professional to drive ESOP client onboarding and ongoing service support. You will act as the primary contact for ESOP clients, assist with system usage, and coordinate with compliance, operations, IT and legal teams to ensure timely onboarding and long‑term maintenance.

The role requires a Master’s degree in finance, at least 6 years of relevant experience, and excellent customer service and communication skills, with