Wealth Management Client Services Specialist

Classy Wheeler Limited; Hong Kong; On-site; HKD 250,000 - 420,000; Full time

Job summary

Classy Wheeler Limited in Admiralty, Hong Kong, seeks a client-facing Operations Liaison for its premier private banking division. The role supports Relationship Managers, handles daily operations, and manages account administration and client portfolio activity.

Responsibilities include processing client orders, ensuring compliance, preparing meeting docs, and maintaining strict confidentiality while building strong client relations through regular contact and timely follow-ups.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Active HKSI Licensing Examination Paper 1, 7, and 8 qualifications.
• Solid client servicing experience within private banking or wealth management.
• Strong communication, organizational, and interpersonal skills.
• Ability to work independently, manage multiple tasks, and work under pressure.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).

Responsibilities

• Serve as the primary operational liaison between private banking clients, internal departments, and Relationship Managers.
• Support Relationship Managers in handling daily operations, account administration, and client portfolio management.
• Process and execute client orders, including securities transactions, funds transfers, checks, cash controls, and fiduciary deposits.
• Manage end-to-end workflows for opening and closing client accounts.
• Prepare meeting documentation, compliance checklists, travel itineraries, and adviser renewals.
• Build and maintain client relationships through regular calls, document deliveries, and follow-ups.
• Perform independent call-backs, maintain detailed call logs, and ensure client identity verification and confidentiality.
• Ensure daily operations adhere to internal procedures, regulatory requirements, and risk controls.

Skills

Client servicing

Communication

Organization

Interpersonal skills

Multi-tasking

Independent work

Education

Bachelor degree in Finance/Business

HKSI Licensing (P1, P7, P8)

Tools

Microsoft Office

Job description

Classy Wheeler Limited in Admiralty, Hong Kong, seeks a client-facing Operations Liaison for its premier private banking division. The role supports Relationship Managers, handles daily operations, and manages account administration and client portfolio activity.

Responsibilities include processing client orders, ensuring compliance, preparing meeting docs, and maintaining strict confidentiality while building strong client relations through regular contact and timely follow-ups.