Associate Financial Professional

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China Hong Kong Inclusion Platform (HKIP) Full time

Job Description:

HKIP seeks a highly skilled Client Service Associate to provide exceptional customer service and support to our clients. This role requires a strong understanding of financial markets, products, and regulations, as well as excellent communication and interpersonal skills.

Key Responsibilities:

  • Build and maintain strong relationships with clients through effective communication and issue resolution
  • Monitor client accounts and portfolios to identify opportunities and address any issues or concerns
  • Prepare and deliver customized reports, presentations, and other client-facing materials
  • Coordinate with internal teams to ensure seamless client service and support
  • Respond promptly and accurately to client inquiries, requests, and transactions
  • Assist with the onboarding process for new clients, including gathering required documentation and information
  • Stay informed on market trends, regulatory changes, and product developments to provide valuable insights to clients
  • Contribute to the continuous improvement of client service processes and procedures
  • Adhere to all applicable policies, procedures, and regulatory requirements

Qualifications:

  • Bachelor's degree in finance, business administration, or a related field
  • 0-3 years of experience in a client-facing role, preferably within the financial services industry
  • Fluent in English and fluent in either Mandarin, Japanese, Korean, Bahasa, Thai, or Vietnamese, with excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities, with the capacity to think critically and provide tailored solutions
  • Proficient in the use of financial software, data analysis tools, and client relationship management systems
  • Demonstrated commitment to delivering exceptional client service and building long-term relationships
  • Ability to work independently and as part of a team, with a proactive and detail-oriented approach
  • Eagerness to continuously learn and develop professional skills


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