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Posted on 2023-01-11
Client Services Specialist - Wealth Management
Job MatcherThe successful candidate will have at least 1 year of operations, administration, and client relationship management experience and is native in English. They will be assisting in account opening and client onboarding, handling client requests, and preparing financial reports.
Client Details
Our client is a wealth management firm operating across the APAC and U.S . They provide several services to private and corporate clients such as wealth management, global tax planning, estate planning, and portfolio planning.
Description
- Assist in new account opening and client onboarding
- Handle client service requests and new account applications
- Organize new client information into CRM
- Attend client meetings with advisors and prepare review meetings
- Prepare reports and financial statements for clients
- Provide administrative support and ensure smooth workflow
- Maintain client files and records
Profile
- Bachelor's degree in Finance/Economics/Business or related
- At least 1 year of experience in operations, administration, and client relationship management
- Native in English and preferred fluency in Cantonese, Mandarin, or Japanese
- Strong willingness to learn and team-player mentality
- Proficiency in Word, Excel, PowerPoint, and pivot tables
- Passionate about client services
Job Offer
- Attractive compensation scheme with discretionary bonus
- Excellent career path
- MNC culture
- Fantastic growth opportunity
- Flexible working arrangement
To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Rahel Samarakkody at +852 3602 2469.
Skills
More job information
| Job ref no. | JN -122022-5866731_1673402789 |
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About this company
Company Overview
In 2010, Page Personnel was launched in Hong Kong, complementing the Michael Page offering. Recruiting across the full range of junior roles, we join an international network of Page Personnel offices. As part of the Page Group, we are able to leverage on over 30 years of international recruitment experience and expertise. This has enabled us to deliver the results that you want - the best employees available quickly and with minimum fuss.
