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Wealth Associate

Job Title: Wealth Associate
Contract Type: Permanent
Location: Hong Kong
Industry:
Reference: BL/11715
Contact Name: Boe Leung
Contact Email: bl@charlottefrank.com
Job Published: October 17, 2019 18:18

Job Description

An international financial services firm is looking for a polished and high calibre candidate to join their team in their growing Hong Kong office. 
The successful candidate will have high-touch client servicing skills, be able to work independently, and have great problem solving skills. 
 
Responsibilities: 
  • Building and maintaining relationships with clients including on-boarding and account opening 
  • Updating clients on various financial products
  • Work closely with Account Managers and Sales Consultants to provide a seamless service to clients
  • Solving issues or addressing concerns raised by clients in a timely and effective manner
  • Conducting follow-ups and producing accurate reports
 
Requirements:
  • Degree holder 
  • SFC/CIB licensed highly preferred but not essential
  • 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
  • Client relationship management experience
  • Organised with a high attention to detail
  • Critical thinker and problem solver
  • Punctual, reliable and capable of working independently as well as part of a busy team
 

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

Job Code: BL/11715

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