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Senior Wealth Associate

Job Title: Senior Wealth Associate
Contract Type: Permanent
Location: Hong Kong
Industry:
REF: MP/11365
Contact Name: Mai Pearson
Contact Email: mp@charlottefrank.com
Job Published: about 1 year ago

Job Description

An international Financial Services firm is looking for a high calibre, proactive and outgoing candidate to join their team. The successful candidate will be able to work independently and under pressure and have great problem solving skills. 
 
Responsibilities
  • Building and maintaining relationships with clients
  • Client on-boarding and account opening
  • Keeping customers informed about new and updated financial products
  • Maintaining relationships with existing accounts
  • Working closely with Account Managers and Sales Consultants
  • Escalating and resolving areas of concern as raised by clients
  • Liaising with internal departments to ensure client satisfaction
  • Follow up and reports
 
Requirements
  • Degree holder
  • SFC/CIB licensed are highly preferred
  • Native or near native English is a must (Chinese is a plus, but not required)
  • Strong interpersonal skills 
  • Excellent communication skills and the ability to build strong relationships with existing and new customers
  • Extremely organized with great attention to detail 
  • Proactive and hardworking with strong work ethics
  • Previous experience working as a client relationship manager or a track record of managing client relationships
  • Critical thinker and problem solver
  • Ability to conduct him/herself in a professional manner at all times

For further details please contact Mai Pearson at +852 2526 8116 or send us your details to mp@charlottefrank.com

Job Code: MP/11365

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