Junior Client Services Assistant - Wealth Management

CIGP - Compagnie d'Investissements et de Gestion Privée; Hong Kong; On-site; HKD 180,000 - 260,000; Full time

Job summary

CIGP - Compagnie d'Investissements et de Gestion Privée in Hong Kong seeks a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients. The role emphasizes onboarding, portfolio monitoring, and meticulous record-keeping.

You will collaborate with multiple internal teams, maintain compliant processes, and contribute to continuous service improvements while maintaining accuracy and efficiency in a fast-paced environment.

Qualifications

• 1-2 years of experience as a Client Service Assistant, Administrative Assistant, Client Administration Officer, or a similar role within a bank, private bank, wealth management firm, or financial institution.
• Strong administrative and organisational skills with the ability to manage multiple tasks, maintain accurate records, and prioritise effectively in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to coordinate effectively with internal stakeholders and clients.
• Fluency in English and Chinese is required; additional languages are advantageous.

Responsibilities

• 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 and accessible.
• 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 and strong client relationships by collaborating with Wealth Management, Portfolio Management, Research, Compliance, Trading & Operations, and Finance teams.
• Ensure compliance with Group policies and regulatory requirements and contribute to process improvements.

Skills

Administrative skills

Organisational skills

Attention to detail

Communication skills

Time management

MS Office

Bilingual English/Chinese

Tools

Microsoft Office

Job description

CIGP - Compagnie d'Investissements et de Gestion Privée in Hong Kong seeks a Junior Client Service Assistant to support the Wealth Management Team in delivering high-quality services to high-net-worth clients. The role emphasizes onboarding, portfolio monitoring, and meticulous record-keeping.

You will collaborate with multiple internal teams, maintain compliant processes, and contribute to continuous service improvements while maintaining accuracy and efficiency in a fast-paced environment.