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Senior Wealth Associate / Senior Wealth Manager

Job Title: Senior Wealth Associate / Senior Wealth Manager
Contract Type: Permanent
Location: Hong Kong
Industry:
REF: BL/11747
Contact Name: Boe Leung
Contact Email: bl@charlottefrank.com
Job Published: 10 months ago

Job Description

My client, an international investment firm, is currently recruiting for Senior Wealth Associate and Senior Wealth Manager positions, and are looking for polished and high-calibre candidates to join their team in their growing Hong Kong office. The successful candidates will have high-touch client servicing skills, relevant experience in account management and great problem solving skills.

 

Responsibilities:

  • Client on-boarding and account opening
  • Account management and servicing, assisting clients with regular and ad hoc support
  • Providing support to advisers and partners for a diverse range of client needs
  • Participating in client meetings and handling follow up
  • Updating clients on various financial products
  • Solving issues or addressing concerns raised by clients in a timely and effective manner
  • Preparing client reports and assisting with budgets and balance sheets
  • Participate in weekly investment committee meetings
  • In addition for the Manager role - manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and contacts, and heavy involvement in prospecting and acquiring new clients

 

Requirements:

  • Degree holder and financial services experience
  • SFC/CIB licensed (preferred for Associate role, essential for Manager role)
  • Native or near-native English is an absolute must (Chinese is a plus but not required)
  • Excellent communication skills and the ability to build strong relationships with people
  • Proven client relationship management experience
  • Experience managing a team
  • Organised with a high attention to detail
  • Critical thinker and problem solver
  • Must be proactive and a team player

 

For further details please contact Boe Leung at +852 2526 8116 or send us your details to bl@charlottefrank.com

Job Code: BL/11747

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