Associate - Client Services | Securities/ Futures

  • Competitive
  • Hong Kong Hong Kong Hong Kong HK
  • Permanent, Full time
  • Morgan McKinley Hong Kong
  • 17 Jul 18 2018-07-17

Associate - Client Services | Securities/ Futures

An established wealth management firm is seeking an experienced client services associate to support their investment advisors. This organization provides comprehensive financial advice to a diverse client base and pride themselves on delivering a premium service.


  • Report to Client Services Manager
  • Opening and maintenance of client accounts
  • Responsible for client communications and query management
  • Maintain client data and documents into client database
  • Liaise with investment advisers to ensure time and accurate maintenance of accounts, meeting market and trading requirements
  • Ensure all agreed client deliverables and standards are met
  • Assist in ad-hoc duties as assigned

  • Degree holder or above
  • Minimum 2 years of experience in client services/ account opening gained from financial institutions
  • Product knowledge of securities/ equities/ futures is a MUST
  • SFC Type 1/ 2 license holders would be highly preferred
  • Strong interpersonal and communication skills
  • Excellent command in spoken and written Cantonese, English and Mandarin
  • Pro-active, mature, well-organised and an excellent team player
  • Able to multi-task, prioritse work load and work in a fast paced environment