Senior Client Advisor Associate (Wealth Management)

香港友創人力資源有限公司; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

ProKing Executive Search Limited in Hong Kong seeks an experienced Client Advisory Coach to support high-net-worth client relationships and deliver premium client experiences. You will coordinate onboarding, regulatory compliance, and cross‑functional collaboration to ensure seamless service delivery.

The role emphasizes portfolio monitoring, KYC/CDD procedures, and mentorship of new joiners, with a strong focus on governance and achieving business targets.

Qualifications

• Bachelor’s Degree in Finance, Banking, Business Administration or related field.
• At least 5 years of experience in Hong Kong private banking or wealth management.
• In-depth knowledge of investment products and SFC/IA regulatory obligations.
• Outstanding interpersonal communication, organisation and leadership capabilities.
• Able to work autonomously and cross-functionally in a fast-paced, target-driven environment.
• HKSI securities licenses & IIQE insurance licenses preferred.
• Fluent in English, Cantonese and Mandarin.

Responsibilities

• Coach & support Client Advisors to develop and sustain long-term HNW client relationships.
• Serve as main support liaison for Client Advisors; handle client enquiries and documentation in compliance with regulations.
• Compile market investment updates and materials for HNW clients.
• Monitor portfolios and coordinate end-to-end transaction execution.
• Attend client meetings and prepare documents with post-meeting follow-ups.
• Oversee onboarding workflow; complete KYC/CDD and liaise with back-office for account openings.
• Mentor and upskill new joiners; drive team performance.
• Lead ad-hoc projects aligned with departmental targets.

Skills

Interpersonal skills

Leadership

Client relations

Team collaboration

Autonomous working

Multilingual (English Cantonese Mandar

Regulatory knowledge

Education

Bachelor’s degree in Finance/Banking/Business

Job description

Responsibilities

• Coach & support Client Advisors to develop and sustain long-term high-net-worth client relationships, deliver premium client experience and boost client engagement.
• Serve as main support liaison for Client Advisors; handle client enquiries, routine administration and all client documentation fully compliant with local regulatory rules and internal governance policies.
• Compile market investment updates, financial presentations and proposal materials for prospective and existing HNW clients.
• Conduct regular portfolio monitoring, support asset rebalancing planning and coordinate full end-to-end transaction execution.
• Attend client joint meetings alongside Client Advisors; prepare meeting documents, capture action items and conduct consistent post‑meeting follow‑ups.
• Oversee full client onboarding workflow, complete KYC, CDD and due diligence procedures; cross‑functionally coordinate with back‑office teams to guarantee seamless account opening.
• Mentor, train and upskill new joiners within the team, cultivate service excellence mindset and drive continuous team performance improvement.
• Take charge of ad‑hoc business projects and special initiatives, ensure on‑time delivery and full alignment with departmental business targets.

Job Requirements

• Bachelor’s Degree in Finance, Banking, Business Administration or other relevant disciplines
• At least 5 years solid working experience within Hong Kong private banking or wealth management industry
• In‑depth knowledge of mainstream investment products, compliance frameworks and SFC/IA regulatory obligations
• Outstanding interpersonal communication, organisation and team leadership capabilities
• Comfortable working autonomously as well as collaborating cross‑functionally in a fast‑paced target‑driven environment
• Hold valid HKSI securities licenses & IIQE insurance licenses, fully meet competency standards for regulated activities under SFO and Insurance Ordinance is highly preferred
• Strong client‑centric and sales mindset, capable of building trust and long‑term rapport with HNW individuals
• Fluent in written & spoken English, Cantonese and Mandarin

About us

ProKing Executive Search Limited is a professional human resources service firm, dedicated to delivering premium talent recruitment and HR solutions for financial and commercial institutions.

Upholding the service tenets of integrity, professionalism and excellence, we have established long‑term trusted partnerships with renowned financial institutions, supporting enterprises in attracting and cultivating top talents.

With in‑depth insight into the evolving demands of the financial services sector, we strive to match financial institutions with well‑suited professionals and fuel the growth of the industry.