Sr. Client Advisor Associate

Responsibilities ：

-Lead and support Client Advisors in building and maintaining strong client relationships, driving superior client service and engagement.

-Act as the primary point of contact for Client Advisors, managing client inquiries, administrative tasks, and documentation in line with regulatory requirements and internal policies.

-Drive preparation of investment market updates and presentation materials for prospects and existing clients.

-Assist and lead ongoing portfolio monitoring, facilitating rebalancing strategies and transaction execution.

-Participate in client meetings with Client Advisors, providing proactive support in documentation and follow-up actions.

-Lead client onboarding processes, perform KYC and due diligence, and collaborate with internal teams to ensure smooth account opening.-

-Mentor and train new team members, fostering a culture of excellence and continuous improvement.

-Provide leadership in ad-hoc projects and initiatives, ensuring timely execution and alignment with business objectives.

Requirements :

-University degree in banking, business management and finance related disciplines-

-Minimum 5 years of experience in wealth management or private banking.

-Strong understanding of investment products, compliance, and regulatory requirements.

-Excellent communication, organizational, and leadership skills.

-Ability to work independently and collaboratively in a fast-paced environment.

-License holder of securities (HKSI) and insurance (IIQE) and fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures ---Ordinance and Insurance Ordinance strongly desired.

-Strong sales and customer orientation, with ability to communicate effectively and create connection with others.

-Proficiency in written and spoken English, Cantonese and Mandarin