Connecting to LinkedIn...

Wealth Associate

Job Title: Wealth Associate
Contract Type: Permanent
Location: Hong Kong
REF: BL/11715
Contact Name: Boe Leung
Contact Email:
Job Published: 12 months ago

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. 
  • 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
  • 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

Job Code: BL/11715

Personal data collected will be used for recruitment purposes only

By applying for this position, you consent to the collection, use and disclosure of your personal data to Charlotte Frank Recruitment Ltd. and all relevant third parties for the purpose of processing your application for this job position. You understand and acknowledge that your personal data will be processed in accordance with our Privacy Policy