Hong Kong 
Wealth Management 
Permanent Our client is a leading global investment banking & private wealth firm seeking to hire a PWM Client Services Associate in Hong Kong. Client Service Representative (CSR) works closely with the Investment Representatives (IR) to manage client relationship and deliver a wide range of private wealth management services to High Net Worth clients. You will provide support to a series of core functions:
Order Taking And Account Transactions
- Execute a range of banking and investment transactions (e.g., equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients
- Conduct pre-trade checks on product suitability and make relevant disclosures to clients
- Follow up order executions and handle trade booking and settlement
- Monitor accounts’ margin usage and manage margin calls
- Handle clients’ inward and outward asset transfer requests
Client Onboarding And Account Maintenance
- Answer client enquiries and address client feedbacks
- Collect and prepare account opening documentations, perform KYC and due diligence, and work with internal departments to process account opening
- Conduct regular reviews on account profile, documentation and investment risk profile to ensure they are current and in compliance with internal KYC policy and regulatory standards
- Handle ad hoc requests such as contact change, portfolio statement request, research report request and Matrix online registration
Other Responsibilities
- Provide administrative support to IRs on client meeting and business trip arrangement and expense reimbursement.
- Participate in initiatives to streamline workflows
- University graduate in Finance or related disciplines
- Relevant client service experience in wealth management or private banking industry
- Good knowledge of wealth management and private banking investment products and operations
- Flexible, detail-oriented and meticulous
- Ability to multi-task and work efficiently in a fast-paced environment
- Excellent communication and client service skills
- Proficiency in both spoken and written English, Cantonese and Mandarin