You may also like

Wealth Management, Client Services Specialist, China Team, Associate

JPMorgan Chase Bank
  • Accountancy
  • Cash Flow Management
  • +6 skills
  • +7 skills

Wealth Management, Client Service, Greater China Team, Associate

JPMorgan Chase Bank
  • Accountancy
  • Cash Flow Management
  • +6 skills
  • +7 skills

CIB Operations – Documentation Management Operations - Client Service Contract Manager - Associate

JPMorgan Chase Bank
  • Client Onboarding
  • Due Diligence
  • +5 skills
  • +6 skills

CIB – Client Service Manager – Investor Services – Associate

JPMorgan Chase Bank
  • Business Transformation

Wealth Management, Private Client Advisor, Associate / Vice President

JPMorgan Chase Bank
  • Accountancy
  • Client Management
  • +5 skills
  • +6 skills

HK GCB Client Service Associate Citi Wealth Advisors

Full-time
Intermediate (3-6 years)

Posted 

Technical Skills

  • Accountancy
  • Compliance
  • Customer Service
  • Filing
  • Financial Advising
  • Training

Job Description

HK GCB Client Service Associate Citi Wealth Advisors

Location: APAC-HKG-Hong Kong-Hong Kong

  • Assist Financial Advisor in reviewing client accounts
  • Take client’s orders and provide market quotes within the guidelines of compliance and branch management
  • Communicate regularly with clients on items such as monthly statements; provide full customer service
  • Full knowledge of Firm’s operations systems
  • Interact with operations staff to address issues and problems
  • Type correspondence for Financial Advisor, following Firm guidelines
  • Maintain files for Financial Advisors on clients and products
  • Provide follow-up with clients and operations staff
  • Investigate and resolve operational problems
  • Alert Management to policy violations, if applicable
  • Assist in the training of less experienced staff, at Management request
  • Obtains investment and product information for Financial Advisor

Qualifications

  • Minimum of 3 years relevant experience in the financial services industry
  • Knowledge of financial industry/products
  • Ability to acquire Series 3 and 7 registration, and additional licensing as needed by the Firm
  • Ability to communicate effectively with co-workers and clients
  • Excellent written and oral communication skills in English and Mandarin
  • Minimum of University undergraduate or equivalent

 

Employment TypeFull-time
Career LevelIntermediate (3-6 years)
Education LevelNon-specified
LanguageEnglish, Mandarin (Putonghua)
CitibankFinancial Services, Retail and Commercial Banking

50/F, Champion Tower 3 Garden Road Central, Hong Kong

directions_walk12 mins walk from Admiralty Station