SEEK Asia Style Guide

Wealth AssociateThe Capital Company Hong Kong Limited
  • Central
  • Salary provided
  • Posted on 16 Oct 2019
Wealth AssociateThe Capital Company Hong Kong Limited

Job Highlights

  • SFC/CIB licensed are highly preferred
  • Minimum 1-2 year's relevant experience
  • Good computer skills in MS Office

Job Description

This is a client service role. Customer services experience in English is a crucial part of this job.

Responsibilities:

  • Accounting opening paperwork for new investment and insurance clients of the firm
  • Account management and servicing, assisting clients with regular and ad hoc support
  • Building and maintaining client relationships
  • Providing support to advisers and partners for a diverse range of client needs
  • Participating in client meetings and handling follow up
  • Preparing client reports and assisting with budgets and balance sheets
  • Ability to multi-task and work with a range of service providers in Hong Kong and overseas
  • A team player who is a key member of the client servicing team
  • Liaising with the portfolio management team daily and participating in weekly investment committee meetings

Requirements:

  • SFC/CIB licensed are highly preferred
  • University degree holder with minimum 1-2 year’s relevant experience
  • Good computer skills in MS Office
  • Excellent interpersonal and communication skills
  • Ability to multi-task and work independently
  • Attentive to details, sense of responsibility and can-do attitude

Additional Information

Career Level

Not Specified

Qualification

Not Specified

Years of Experience

Not Specified

Employment Type

Full Time

Company Overview

The Capital Company Hong Kong Limited

 

The Capital Company Hong Kong Limited is a private wealth management firm licensed and regulated in Hong Kong by the Securities and Futures Commission (SFC) to Advise in Securities (Type 4) and Asset Management (Type 9).  All four partners of the firm are Responsible Officers and the firms credentials can be found at the SFC Website by clicking here.

 

The Protection Company Hong Kong Limited is an insurance broker licensed and regulated by the Confederation of Insurance Brokers (CIB) in Hong Kong and the firms credentials can be found at the CIB website.

 

The combined expertise of these two regulated firms provide clients with holistic financial planning, estate planning and wealth management services at the highest level to global citizens.

Additional Company Information