Wealth Management Client Services Associate

ChapmanCraig Limited; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Benefits offered by this job

Competitive salary

Professional development support

MPF

Medical insurance (after probation)

Paid leave: 14 days

Job summary

ChapmanCraig Limited is seeking an organized and proactive admin-focused professional for wealth management client services in Hong Kong. The role centers on onboarding clients, coordinating communications, and supporting KYC/AML processes while assisting with fund administration and reporting tasks.

The position emphasizes strong Excel skills, attention to detail, and the ability to manage multiple priorities.

Qualifications

• Strong organizational and communication skills, with attention to detail.
• Ability to manage multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office, especially Excel.
• Fluency in English; Cantonese or Mandarin an advantage.
• Background in business, finance or related field is an advantage.
• No specific degree required.

Responsibilities

• Assist with client onboarding and ensure documentation is complete.
• Manage day-to-day client communication, including scheduling meetings.
• Support KYC/AML reporting and compliance processes.
• Assist with statement reporting cycles and in-house fund administration.
• Support business development initiatives, including outreach and event coordination.
• Create and organize marketing materials and client presentations.
• Provide administrative support for the team and ad-hoc tasks.

Skills

Organizational skills

Communication skills

Attention to detail

Multitasking

Proactive attitude

Client services mindset

Tools

Microsoft Excel

Microsoft Office

Job description

ChapmanCraig Limited is seeking an organized and proactive admin-focused professional for wealth management client services in Hong Kong. The role centers on onboarding clients, coordinating communications, and supporting KYC/AML processes while assisting with fund administration and reporting tasks.

The position emphasizes strong Excel skills, attention to detail, and the ability to manage multiple priorities.