Financial Services Expert

15 hours ago


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

Company Overview

The Hong Kong Inclusion Platform (HKIP) is a leading global financial research institution dedicated to delivering exceptional client service and building long-term relationships.

Job Description

As a Client Service Associate, you will play a critical role in providing top-notch support to our local and international clients. Your primary responsibility will be to serve as the primary point of contact for assigned clients, fostering strong relationships and acting as a trusted advisor.

Key Responsibilities:

  • Develop and maintain comprehensive knowledge of clients' unique needs and preferences
  • Monitor client accounts and portfolios, identifying opportunities and addressing any issues or concerns
  • Prepare and deliver customized reports, presentations, and other client-facing materials
  • Coordinate with relationship managers, product specialists, and other internal teams to ensure seamless client service
  • Respond promptly and accurately to client inquiries, requests, and transactions
  • Assist with onboarding 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 and Skills:

  • 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 proficient 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

Benefits:

We offer a competitive compensation package, comprehensive benefits, and opportunities for career advancement within our global organization.



  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    Job OverviewWe are seeking a highly skilled Financial Analysis Expert to join our team in Management Information Services. As a key member of our team, you will play a crucial role in driving business success through insightful financial analysis and management reporting.About the RoleThe successful candidate will be responsible for:Analysing and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial Group">The Dah Sing Financial Group is a leading financial services group in Hong Kong, offering banking, insurance, and financial services through its extensive network of branches in Hong Kong, Macau, and Mainland China.">We value teamwork, progressiveness, and caring as our core principles. We believe everyone is unique, with...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupAs a leading financial services group in Hong Kong, we offer banking, insurance, and other related services through our extensive network of over 70 branches.We value teamwork, progressiveness, and mutual respect. Our goal is to create a culture that fosters growth, innovation, and excellence.Job SummaryThis role involves...


  • Hong Kong, Central and Western District, Hong Kong SAR China Deutsche Bank Full time

    Company OverviewAt Deutsche Bank, we strive to provide a work environment that supports the development and well-being of our employees. Our commitment to creating a healthy and engaged workforce enables us to better serve our clients and achieve our business goals.Salary and BenefitsWe offer a competitive salary and non-contributory pension scheme,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing GroupThe Dah Sing Group is a leading financial services group in Hong Kong offering a diverse range of banking, insurance, and financial services through its extensive network of over 70 branches across Hong Kong, Macau, and Mainland China.Our core values are centered around caring, teamwork, and progressiveness. We recognize that each...


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    Job Description CICC seeks a skilled Financial Operations Expert to join our team. In this role, you will be responsible for overseeing the daily operation of fund products, ensuring timely valuation and execution of trade orders. The ideal candidate will have a minimum of 1-3 years' experience in fund product operation within the Securities Firm/Fund...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Paramount Recruitment Limited Full time

    Job DescriptionWe are seeking an experienced Financial Services Expert to manage high net worth clients in Greater China.Key Responsibilities:Develop comprehensive business plans and market strategies to identify, acquire, and manage high net worth clients;Deliver personalized wealth management solutions and advisory services to high net worth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Job DescriptionWe are seeking a highly skilled Data Analysis Expert to join our team at Selby Jennings. This role is a fantastic opportunity for an individual who is passionate about working with financial data and wants to make a meaningful contribution to the success of our clients.Key Responsibilities:Data Consolidation: The ideal candidate will be...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupAt the forefront of Hong Kong's financial services landscape, Dah Sing Financial Group has been dedicated to delivering a wide range of innovative banking and insurance solutions through its extensive network across Hong Kong, Macau, and Mainland China.Our CultureWe foster an inclusive environment built on mutual respect, trust,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Accounting and Financial Reporting Council (AFRC) Full time

    In this exciting role, you will play a crucial part in ensuring the highest standards of audit quality within the accounting industry. As an Inspection and Assurance Expert at the Accounting and Financial Reporting Council (AFRC), you will be responsible for conducting thorough inspections of audit working papers to guarantee compliance with professional...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hong Kong Exchanges and Clearing Limited Full time

    Company Overview: Hong Kong Exchanges and Clearing Limited (HKEX) is a pioneering force in Asia's capital markets. Our mission is to connect, promote, and progress our markets and the communities they serve for the prosperity of all.Job Summary: We seek a highly skilled and analytical professional to join our Trading Development Team. The successful...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Unlock Your PotentialAt Citi, we are committed to empowering individuals to achieve their goals. As a Financial Services Professional, you will have the opportunity to expand your skills and make a meaningful impact in the financial industry.About the RoleWe are currently seeking a highly motivated individual to join our team as an Investment Specialist...


  • Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full time

    About Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services organization in Hong Kong, offering a range of banking and insurance services through its extensive network. We prioritize a culture that values caring, teamwork, and progressiveness, recognizing the unique talents and growth potential of every individual.Our mission...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi is a global bank with a rich history of over 200 years. Our unparalleled network enables us to provide a wide range of financial services and products to individuals, corporations, governments, and institutions worldwide.We are committed to helping our clients achieve their goals by offering innovative solutions that cater to their diverse needs. Our...


  • Hong Kong, Central and Western District, Hong Kong SAR China Accounting and Financial Reporting Council (AFRC) Full time

    Job SummaryWe are seeking an experienced Senior Business Analyst to join our team. As a key member of our organization, you will play a critical role in driving business growth and improvement by analyzing business needs and developing effective solutions.


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA International Limited. Full time

    About AIA International LimitedAIA International Limited is at the forefront of creating a healthier, more sustainable future for everyone. Our mission is to nurture our financial wellbeing as an organisation, so we can better support and make a difference for our customers when they need us most.We're committed to ensuring our products are well-designed and...


  • Hong Kong, Central and Western District, Hong Kong SAR China BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd Full time

    At BCT Group - BCT Financial Ltd & Bank Consortium Trust Co Ltd, we are seeking a highly skilled and experienced Vice President to join our team.The successful candidate will lead and motivate a team to meet and exceed business targets set on new business acquisition and business retention through direct touch activities such as member briefing and worksite...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About UsCiti, a global bank with a rich history spanning over 200 years, connects millions of people across hundreds of cities and countries every day through its unparalleled global network. We provide a broad range of financial services and products to clients, empowering them to meet their biggest opportunities and overcome the world's toughest...


  • Hong Kong, Central and Western District, Hong Kong SAR China Classy Wheeler Limited Full time

    About Classy Wheeler LimitedWe are a leading provider of Data Center services, and we are seeking an experienced professional to join our team as a Data Center Service Manager - Pricing Expert.


  • Hong Kong, Central and Western District, Hong Kong SAR China CICC Full time

    About CICC">CICC is a leading financial services institution dedicated to providing professional and compliant wealth management solutions. Our team of experienced professionals is committed to helping clients achieve their financial goals.">Job Overview">We are seeking a highly motivated and skilled Financial Services Professional to join our team. The...