Global Financial Associate

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China The HKIP Full time

We are seeking a highly motivated and talented individual to join our team at The HKIP in Hong Kong as a Client Services Associate. In this role, you will be responsible for providing excellent client service and support to our clients, with a focus on understanding their unique needs and delivering tailored solutions.

About the Role

As a Client Services Associate, you will serve as the primary point of contact for assigned clients, building strong relationships and acting as a trusted partner. You will monitor client accounts and portfolios, identifying opportunities and addressing any issues or concerns.

  • Main Responsibilities:
  • Serve as the primary point of contact for assigned clients
  • Monitor client accounts and portfolios
  • Prepare and deliver customized reports, presentations, and other client-facing materials
  • Coordinate with relationship managers, product specialists, and other internal teams
  • Respond promptly and accurately to client inquiries, requests, and transactions

Requirements:

  • 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 Japanese, Thai, Vietnamese, Bahasa, and English, with excellent communication and interpersonal skills
  • Strong analytical and problem-solving abilities, with the capacity to think critically and provide tailored solutions


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