A highly respected and long-established global investment management firm is currently seeking a highly efficient Junior Wealth Associate to join their team in Hong Kong. This client facing and supporting role is a fantastic opportunity that will allow you to connect with industry leaders and professionals to further propel your career.
RESPONSIBILITIES
Provide administrative support for senior advisers and their clients
Conducting new account opening and client on-boarding
Follow up on new account applications and client service requests
Schedule and prepare for review meetings with clients
Oversee data entry of new client information into CRM and other systems
Prepare reports and financial statements for clients in Word and Excel
Coordinate information requests for advisers and their clients and organize client data
Attend client meetings with advisers and independently manage follow up
Assist clients with updating their personal details and help maintain client files and records
Ad hoc duties as required
REQUIREMENTS
Native English speaker with excellent professional written and spoken English communication
At least 1 year of experience in operations and administration or client relationship management
Bachelor’s degree or higher in a relevant field. Strong interpersonal, organizational and communication skills
While industry experience is a plus, the role is open to strong candidates who do not have a background in financial services but have strong administrative and operational skills and are willing to learn
Preferred candidates have the right to work in Hong Kong without visa sponsorship and are committed to Hong Kong long term
Team player with a “can do” attitude
Extensive background in use of Windows and Microsoft based products, including Office applications (Word, Excel including pivot tables, and PowerPoint). Knowledge of and ability to learn and use CRM systems and software for client and company reporting
Ability to work both independently and with a diverse, international team
CFP/CFA/CPA/TEP or an interest in obtaining these or other relevant credentials is a plus
Ability to adhere to the highest standards of confidentiality and integrity
Ability to provide references and submit to a background check
Job Code: HC/12115
For further information, please kindly contact Tanya Knott or email your details across to tk@charlottefrank.com
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Please note that only shortlisted candidates will be contacted