job details

about the company.

A prestigious global financial services institution and a pioneer in investment services, recognized for its commitment to individual investors and long-standing presence in major international financial hubs. The firm is expanding its Hong Kong-based operations and is looking for professionals who thrive in a high-integrity, client-focused environment that bridges the gap between sophisticated trading technology and premium service. ...

about the team.

You will join a dynamic, high-touch Client Services department characterized by a culture of collaborative problem-solving and professional excellence. The team functions as the vital link between the firm’s digital wealth platforms and its diverse regional clientele. We foster an environment that rewards proactive process improvement and empowers individuals to take ownership of the client journey.

about the job.

As a Client Services Professional, your mission is to serve as the primary point of contact for a sophisticated investor base, fostering long-term trust through exceptional service delivery.

Core Mission: Provide high-level support and education on a comprehensive suite of brokerage products and digital investment tools.
Problem Resolution: Resolve complex issues with a "one-interaction resolution" mindset, supported by a team that prioritizes collective success over individual competition.
Digital Advocacy: Drive the adoption of proprietary platforms by demonstrating technical features and navigating website support for regional clients.
Process Leadership: Proactively identify and suggest procedural enhancements in a flat-structure environment where innovation is welcomed from all levels.

skills & experiences required.

Education: Bachelor’s degree in Finance, Economics, or a related field.
Experience: At least 2–5+ years of client servicing experience within a financial institution. We are highly open to candidates from both Sell-Side (Brokerage/Banking) and Buy-Side (Asset Management/Wealth Management) backgrounds.
Licensing: Must hold HKSFC Type 1 & 4 licenses. Possession of (or the ability to obtain within 180 days) FINRA Series 7 is required.
Languages: Full professional fluency in English, Cantonese, and Mandarin (both written and verbal) is essential for this regional role.
Attributes: A "team-player" mindset with a positive, professional attitude and a desire to contribute to a healthy, friendly office environment.

As a Client Services Professional, your mission is to serve as the primary point of contact for a sophisticated investor base, fostering long-term trust through exceptional service delivery.

Core Mission: Provide high-level support and education on a comprehensive suite of brokerage products and digital investment tools.
Problem Resolution: Resolve complex issues with a "one-interaction resolution" mindset, supported by a team that prioritizes collective success over individual competition.
Digital Advocacy: Drive the adoption of proprietary platforms by demonstrating technical features and navigating website support for regional clients.
Process Leadership: Proactively identify and suggest procedural enhancements in a flat-structure environment where innovation is welcomed from all levels.

skills & experiences required.

Education: Bachelor’s degree in Finance, Economics, or a related field.
Experience: At least 2–5+ years of client servicing experience within a financial institution. We are highly open to candidates from both Sell-Side (Brokerage/Banking) and Buy-Side (Asset Management/Wealth Management) backgrounds.
Licensing: Must hold HKSFC Type 1 & 4 licenses. Possession of (or the ability to obtain within 180 days) FINRA Series 7 is required.
Languages: Full professional fluency in English, Cantonese, and Mandarin (both written and verbal) is essential for this regional role.
Attributes: A "team-player" mindset with a positive, professional attitude and a desire to contribute to a healthy, friendly office environment.

skills
no additional skills required
qualifications
no additional qualifications required
education
Bachelor Degree

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summary

hong kong
HK$32,000 - HK$45,000 per month
permanent
full-time

specialism
banking & financial services
sub specialism
middle office & operations
reference number
91M0268398_3580381147711395131

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dora leung

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client service associate / sr associate (trilingual speaker).

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dora leung

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