Wealth Management Operations & Client Relations Assistant
Fulbright Securities Limited
A complete application in a minute — tailored resume and cover letter, ready to send.
Job summary
Fulbright Financial Group in Hong Kong seeks a Business Assistant to support Private Wealth Management operations and nurture premium client relations. You will handle daily admin, prepare pitches, and coordinate with external channels to identify opportunities.
Strong communication, VIP client service, and a proactive mindset are essential to thrive in this fast-paced environment. A finance-related degree and 1 year of relevant experience are required.
Qualifications
- 1 year of experience in wealth management, business development, financial planning or high-end client services.
- Finance-related degree.
- Excellent interpersonal and communication skills to engage VIP clients.
- Presentable, proactive mindset with market awareness.
- Fluent in Cantonese and Mandarin.
Responsibilities
- Support team operations, daily administrative tasks and business correspondences
- Respond promptly and professionally to routine enquiries and build lasting relationships with high-net-worth clients
- Liaise with external channels to explore and identify potential business opportunities
- Prepare pitch materials, business proposals, and presentations
- Track the progress of ongoing business deals and handle necessary follow-ups
- Assist in all‑rounded team assignments as required
Skills
Education
Tools
Job description
Fulbright Financial Group in Hong Kong seeks a Business Assistant to support Private Wealth Management operations and nurture premium client relations. You will handle daily admin, prepare pitches, and coordinate with external channels to identify opportunities.
Strong communication, VIP client service, and a proactive mindset are essential to thrive in this fast-paced environment. A finance-related degree and 1 year of relevant experience are required.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
