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Financial Services Coordinator

1 week ago


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

We are seeking a skilled Client Services Associate to join our team at The HKIP. As a key member of our team, you will be responsible for providing exceptional client service and support to our Korean and international clients.

Key Accountabilities
  • Serve as the primary point of contact for assigned clients, building strong relationships and understanding their unique needs.
  • Monitor client accounts and portfolios, identifying opportunities for growth and improvement.
  • Prepare and deliver customized reports, presentations, and other client-facing materials to meet client needs.
  • Collaborate with internal teams to ensure seamless client service.
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 English and Japanese/Thai/Vietnamese/Bahasa, with strong analytical and problem-solving abilities.
  • Proficient in using financial software, data analysis tools, and client relationship management systems.