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Client Advisor Associate

Hong Kong Permanent HK$300,000 - HK$450,000 per year View Job Description
As a Client Advisor Associate in the financial services industry, you will support client relationship management and ensure the highest level of service delivery. This role offers the opportunity to work in a dynamic environment and contribute to the success of the banking and financial services department.
  • A reputable global alternative asset manager in Hong Kong
  • Steadily growing business development team in Hong Kong

About Our Client

The employer is a global alternative asset management firm in Hong Kong , known for delivering tailored banking and investment solutions. They are committed to offering innovative financial services while prioritizing client satisfaction.

Job Description

As a Client Advisor Associate, your main responsibilities will include:Business Development & Client Acquisition

  • Identify and target prospective clients (HNWIs, family offices, institutional investors, etc.) through proactive outreach, referrals, and networking.
  • Develop and execute sales strategies to promote the firm's investment products.
  • Represent the firm at industry conferences, client meetings, and roadshows.
  • Collaborate with portfolio managers and research teams to articulate investment strategies and value propositions.

Client Relationship Management

  • Serve as a trusted advisor to clients, providing market insights, portfolio reviews, and investment solutions.
  • Conduct needs assessments to align client objectives with the firm's offerings (e.g., ESG, fixed income, equity strategies).
  • Monitor client portfolios and proactively recommend adjustments based on market conditions.
  • Address client inquiries regarding performance, risk, and fees.

Sales Support & Pipeline Management

  • Maintain a robust Salesforce pipeline with detailed activity tracking.
  • Prepare tailored presentations, pitch books, and RFPs/RFIs in collaboration with marketing.
  • Work with compliance to ensure all client interactions adhere to regulatory standards
  • Handle the onboarding docs including KYC, AML for individual and corporate clients

Market Intelligence & Strategy

  • Analyze competitor offerings, industry trends, and investor sentiment to refine sales approaches.
  • Provide feedback to product teams on client demand for new strategies or vehicle structures.

The Successful Applicant

A successful Client Advisor Associate should have:

  • A strong academic background, ideally in finance, economics, or a related discipline.
  • Familiarity with banking and financial services processes and practices.
  • Excellent analytical and problem-solving skills.
  • Proficiency in financial software and tools.
  • Strong communication and interpersonal abilities.
  • A client-focused mindset with a commitment to delivering high-quality service.
  • Attention to detail and the ability to manage multiple tasks efficiently.
  • Fluent in Chinese (Cantonese & Mandarin) and English

What's on Offer

  • Opportunities for professional growth and development.
  • Collaborative and supportive company culture.
  • Comprehensive exposure to the financial services industry.
  • Permanent position with long-term career prospects.



If you are ready to take the next step in your career as a Client Advisor Associate, apply now to join this exciting opportunity in the banking and financial services department.

Contact
Aiko Zhang
Quote job ref
JN-062025-6772265
Phone number
+852 2848 4712

Job summary

Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
What is your area of specialisation?
Financial Services
Location
Hong Kong
Job Type:
Permanent
Consultant name
Aiko Zhang
Consultant phone
+852 2848 4712
Job Reference
JN-062025-6772265

Diversity & Inclusion at Michael Page

We don't just accept difference - we celebrate it. We encourage applicants from all backgrounds to apply for this role and are committed to building inclusive, diverse workplaces where everyone can thrive. If you require any support or reasonable adjustments during the recruitment process, please let us know.

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