Job ref no.: JN -122022-5866731_1673402789
Page Personnel

Client Services Specialist - Wealth Management

Page Personnel

The 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.


  • 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


  • 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.

More job information
Job ref no. JN -122022-5866731_1673402789
  • 20,000 - 40,000 / month
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 0 year
Career Level
  • Non-management level
  • Degree