Wealth Associate: Client Onboarding & Planning (HK)

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 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.