Junior Client Service Assistant

Cigp; Hong Kong; On-site; HKD 167,000 - 257,000; Full time

Job summary

CIGP is seeking a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients. You will assist with onboarding, portfolio monitoring and client file administration, ensuring accuracy and compliance across documentation and processes.

You will collaborate with multiple internal teams and contribute to maintaining excellent client relationships while upholding regulatory standards and improving administrative controls.

Qualifications

• Provide comprehensive administrative support to the Wealth Management Team throughout the client lifecycle.
• Maintain accurate and well-organised client records in line with policies and regulatory requirements.
• Coordinate internal requests, prepare documentation, monitor workflows and follow up on actions.

Responsibilities

• Support onboarding, portfolio monitoring and reporting for high-net-worth clients.
• Foster strong client relationships through consistent, high-quality service.
• Collaborate with Wealth Management, Portfolio Management, Research, Compliance, Trading & Operations and Accounting & Finance teams.

Skills

Administrative support

Client relations

Documentation management

Regulatory compliance

Education

Diploma/Degree in finance or business

Job description

Originating in 1964, CIGP has been providing independent and expert financial advice to business owners, high net worth individuals and family offices globally.

With an entrepreneurial spirit that has driven continuous business growth, CIGP is looking for a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients.

If you are a committed and self-driven individual who is up for a challenge and keen to make an impact,

To learn more about CIGP, please visit www.cigp.com.

Roles and Responsibilities

You will take up the important role of Client Service Assistant and will be responsible for duties including:

• Provide comprehensive administrative support to the Wealth Management Team throughout the entire client lifecycle, including onboarding, portfolio monitoring and reporting, and client file administration.
• Maintain accurate and well-organised client records, ensuring all documentation is properly updated, filed, and readily accessible in accordance with internal policies and regulatory requirements.
• Support day-to-day client service activities by coordinating internal requests, preparing documentation, monitoring workflows, and ensuring timely follow-up of action items.
• Ensure the consistent delivery of top-tier service, fostering smooth operations and strong, lasting client relationships.
• Collaborate actively with internal stakeholders, including members of the Wealth Management, Portfolio Management and Research, Compliance, Trading & Operations, and Accounting & Finance teams, to identify and address client needs efficiently and effectively.
• Ensure compliance with Group policies, procedures, guidelines, and regulatory requirements, maintaining the highest standards of integrity and adherence to regulatory expectations.
• Contribute to the continuous improvement of administrative processes and controls to enhance efficiency and service quality.
• Perform ad hoc duties and assist with additional tasks or projects as required.