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Client Advisor Associate (Associate/Senior Associate)
Hong Kong / Dubai | Full-time 

Posting date: 13 July 2023

As a Client Advisor Associate, you will be responsible for providing administrative and support to Client Advisors within the front office function servicing our ultra-high-net worth (UHNW) and high net worth (HNW) clients. 

 

Job responsibilities:  

·         Provide administrative and client service support to Client Advisors servicing UHNW and HNW clients

·         Respond to all clients enquiries and instructions and provide resolution to most issues and requests  

·         Monitor transactions and activities in client accounts 

·         Maintain client data and reports such as: contact lists, account numbers, facilities details, status of credit reviews/renewals etc 

·         Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging                meetings and receptions, producing presentation materials 

·         Coordinate with Product Groups, Operations and other functional areas as necessary 

·         Ensure adherence to internal and external regulations and policies at all times 

Requirements: 

·         Minimum 3-5 years of relevant experience in client servicing, operations or sales support within financial institutions 

·         Bachelor’s degree or diploma from reputable institutions 

·         Strong understanding of financial products and services 

·         Excellent interpersonal, communication and client interfacing skills 

·         Meticulous, strong attention to details 

·         Posses future oriented mindset, strive to innovate and adapt to changes 

·         Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments 

·         Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient 

·         Preferably with Type 1,4,9 licenses

 

For interested applicants, please submit your resume to Amanda.Wong@wrise.com.

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