Client Advisor Assistant (6 Months Contract)

Your new company

This role will be an integral part of a collaborative private banking team, working closely with Client Advisors, Client Account Managers, Compliance, and Operations. You will play a key role in maintaining accurate client profiles, supporting high standards of client servicing, and facilitating smooth and timely periodic KYC reviews in line with regulatory requirements.

Your new role

• Support Client Advisors in managing complex private banking client portfolios
• Handle new account onboarding and support periodic KYC reviews in line with regulatory requirements
• Maintain accurate, complete, and up-to-date client documentation
• Assist with credit and structured lending matters, including supporting credit analysis and related processes
• Ensure all administrative and client-related arrangements are completed efficiently and on time
• Prepare detailed and complex Excel worksheets for reporting and analysis
• Work closely with internal stakeholders across Compliance, Operations, and other teams
• Adhere to internal policies, regulatory standards, and risk management requirements

What you'll need to succeed

• 3-5 years of experience within private banking, wealth management, or a related financial services environment
• Hands-on exposure to client onboarding, KYC reviews, and client documentation processes
• Solid understanding of regulatory, compliance, and risk control frameworks
• Experience supporting credit or lending-related activities, including basic credit analysis
• Strong attention to detail with the ability to manage multiple priorities effectively
• Advanced or strong working knowledge of Excel, including complex worksheets
• Languages: Native Cantonese; fluent in English and Mandarin
• Eligible to work in Hong Kong.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.