• Competitive
  • Hong Kong
  • CDI, Plein-temps
  • Citi
  • 2018-05-24

HK - GCB - Client Service Associate, Citi Wealth Advisors

HK - GCB - Client Service Associate, Citi Wealth Advisors

  • Primary Location: Hong Kong SAR of PRC,Hong Kong,Hong Kong
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18026782


  • Assist Financial Advisor in reviewing client accounts
  • Take client's orders and provide market quotes within the guidelines of compliance and branch management
  • Communicate regularly with clients on items such as monthly statements; provide full customer service
  • Full knowledge of Firm's operations systems
  • Interact with operations staff to address issues and problems
  • Type correspondence for Financial Advisor, following Firm guidelines
  • Maintain files for Financial Advisors on clients and products
  • Provide follow-up with clients and operations staff
  • Investigate and resolve operational problems
  • Alert Management to policy violations, if applicable
  • Assist in the training of less experienced staff, at Management request
  • Obtains investment and product information for Financial Advisor


  • Minimum of 3 years relevant experience in the financial services industry
  • Knowledge of financial industry/products
  • Ability to acquire Series 3 and 7 registration, and additional licensing as needed by the Firm
  • Ability to communicate effectively with co-workers and clients
  • Excellent written and oral communication skills in English and Mandarin
  • Minimum of University undergraduate or equivalent
Hong Kong Hong Kong Hong Kong HK