Wealth Associate

Leo Wealth Global; Hong Kong; On-site; HKD 335,000 - 580,000; Full time

Job summary

LEO Wealth seeks a Wealth Associate in Hong Kong to support client onboarding, financial planning initiatives, account administration, and onboarding processes. You will work closely with senior advisers in a fast-paced, international environment while developing technical wealth management skills.

The role offers exposure to retirement, estate, tax, and cross-border structuring, with a focus on delivering excellent client service and relationship support.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related discipline.
• Minimum 2 years in wealth management, private banking or financial services.
• Proven accuracy with client data, KYC and account administration.
• Strong MS Office skills, esp. Excel, Word, PowerPoint.
• Excellent written and verbal communication; client-focused.
• Eligible to work in Hong Kong; good team and integrity mindset.

Responsibilities

• Support client onboarding, account opening, KYC, and maintenance.
• Assist with financial plans, cash flow, retirement, and estate planning tasks.
• Prepare client reports and presentations, using CRM and planning tools.
• Coordinate with advisers and operations to deliver high-quality service.
• Contribute to process improvements and cross-border wealth initiatives.

Skills

English fluency

Attention to detail

Organizational skills

MS Office

Client service

Communication skills

Mandarin/Cantonese (advantageous)

Education

Bachelor's degree in Finance, Economics, or Business

Tools

CRM platforms

Financial planning software

Job description

LEO Wealth is a leading independent fiduciary multi-family office and wealth management firm serving individuals, families, business owners, family offices, and global citizens. We provide integrated advice across investments, financial planning, tax, estate planning, insurance, and cross-border wealth management.

Our clients trust us to act in their best interests, providing objective advice and long-term guidance through every stage of life. As we continue to grow across Asia, we are seeking a motivated and detail-oriented Wealth Associate to join our client team in the Hong Kong office.

This is an excellent opportunity for a developing wealth management professional with a high attention to details and organisational skills, and is passionate about building a long-term career in private wealth management.

About the Role

Based in Hong Kong and working closely with senior advisers, the Wealth Associate will play a key role in supporting client relationships, financial planning initiatives, account administration, and client onboarding processes.

You will gain exposure to a broad range of wealth management disciplines, including retirement planning, estate planning, tax- and cross-border structuring, family office services, investments and client relationship management.

Our ideal candidate is highly organized, has a exceptional attention to details, client-focused, and eager to develop within a dynamic, international work environment.

Key Responsibilities

Client Onboarding & Administration

• Manage client onboarding, account opening, KYC, and account administration processes.
• Ensure client information and documentation are collected accurately and maintained in accordance with regulatory requirements.
• Oversee the entry and maintenance of client information within CRM and business systems.
• Assist clients with updates to personal information and account records.
• Support the preparation of financial plans and client review meetings.
• Assist with cash flow analysis, retirement planning, estate planning, and basic tax planning exercises.
• Prepare client presentations, reports, and meeting materials.
• Utilize reporting software and tools to analyze client data and generate investment and planning reports.
• Work closely with advisers, operations professionals, and compliance teams to deliver an outstanding client experience.
• Contribute to process improvement initiatives and operational excellence.
• Support broader business and administrative projects as required.

Client Service & Relationship Support

• Support advisers in delivering exceptional client service and wealth management solutions.
• Assist in building and maintaining long-term client relationships.
• Attend client meetings and manage follow-up actions independently.
• Coordinate information requests and communications between advisers, clients, and third-party providers.

Qualifications & Experience

Required

• Must be currently allowed to work in Hong Kong.
• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Minimum 2 years of experience in wealth management, private banking, financial planning or a related financial services role.
• Great attention to detail and ability to work with a high degree of accuracy.
• Strong organisational and time-management capabilities.
• Native / fluent in English. Mandarin- and or Cantonese are advantageous
• Excellent written and verbal communication skills.
• High proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint.
• Demonstrated integrity, professionalism, and commitment to client service.

Preferred

• Experience with client onboarding, account opening, and client administration.
• Familiarity with financial planning concepts including retirement, estate, and cash flow planning.
• Experience using CRM platforms and financial planning software.
• SFC Type 4 and/or Type 9 licenses.
• Pursuing CFP, CFA, CPA, TEP, or other relevant professional qualifications.

What We Offer

• Opportunity to work with a growing international multi-family office.
• Exposure to complex cross-border wealth management and financial planning matters.
• Direct mentorship from experienced advisers and industry professionals.
• Collaborative, entrepreneurial, and client-focused culture.
• Clear opportunities for professional development and advancement.
• Support for ongoing professional education and industry qualifications.
• If you are looking to build a meaningful career in wealth management and want to work alongside a team dedicated to putting clients first, we would love to hear from you.