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Financial Services Associate

1 week ago

Hong Kong Island, Hong Kong SAR China Global Executive Consultants Ltd. Full time

As a High Net Worth Client Service Expert, you will play a critical role in supporting our Relationship Managers in delivering exceptional client service.

Key Responsibilities
  • Provide relationship building and account maintenance services.
  • Take investment orders and process remittances.
  • Maintain accurate account documentation and perform credit modifications.
  • Handle administrative tasks including KYC / AML and onboarding pre-checks.
Requirements
  • University graduate in a relevant discipline.
  • Preferably with over 4 years of banking experience supporting Senior Relationship Managers.
  • Prior experience handling ultra-high net worth clients.
  • Fluent in spoken and written English, Chinese, and Mandarin.
  • Proficiency in MS Office applications.