Junior Wealth Management Client Service Associate

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

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.