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Senior Client Advisor Associate, Wealth Management (Ref: 01018-SCAAWM-KGI)

KGI Asia
Full-time Hong Kong, Hong Kong Island Financial Specialists
Posted:
June 15, 2026
Location:
Hong Kong, Hong Kong Island, Hong Kong

Job Description

Responsibilities
  • Lead and support Client Advisors in building and maintaining strong client relationships, driving superior client service and engagement
  • Act as the primary point of contact for Client Advisors, managing client inquiries, administrative tasks, and documentation in line with regulatory requirements and internal policies
  • Drive preparation of investment market updates and presentation materials for prospects and existing clients
  • Assist and lead ongoing portfolio monitoring, facilitating rebalancing strategies and transaction execution
  • Participate in client meetings with Client Advisors, providing proactive support in documentation and follow-up actions
  • Lead client onboarding processes, perform KYC and due diligence, and collaborate with internal teams to ensure smooth account opening
  • Mentor and train new team members, fostering a culture of excellence and continuous improvement
  • Provide leadership in ad-hoc ...

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    Job Overview

    Job Type: Full-time
    Location: Hong Kong, Hong Kong
    Posted: June 15, 2026
    Deadline: July 25, 2026