Job Title: Associate, Wealth & Asset Management

Unit : Family Office

Location: Central, Hong Kong

Job Type: Full-Time
 

Job Summary:

We are seeking a motivated and detail-oriented individual to join our Wealth & Asset Management team as an Associate. In this role, you will provide comprehensive support for wealth management and asset management activities, ensuring the smooth execution of day-to-day operations. You will also assist the team leader in delivering exceptional client services, contributing to the overall success of the department. This is an excellent opportunity for someone looking to build a career in wealth and asset management while gaining hands-on experience in a dynamic and fast-paced environment.

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Key Responsibilities:

Wealth & Asset Management Support:

1. Assist in the preparation and maintenance of client portfolios, including data entry, updates, and reporting.

2. Support the team in conducting research and analysis on market trends, investment opportunities, and asset allocation strategies.

3. Help prepare client presentations, reports, and proposals related to wealth and asset management.

4. Monitor and track portfolio performance, ensuring accuracy and compliance with internal policies and regulatory requirements.

5. Collaborate with internal teams (e.g., operations, compliance, and finance) to ensure seamless execution of client requests and transactions.

6. Maintain up-to-date knowledge of industry regulations, products, and services to provide informed support to the team.

 

Client Services Support:

1. Act as a point of contact for client inquiries, providing timely and professional responses.

2. Assist the team leader in managing client relationships, including scheduling meetings, preparing agendas, and following up on action items.

3. Support the onboarding process for new clients, ensuring all documentation is completed accurately and efficiently.

4. Help organize and coordinate client events, seminars, and webinars to enhance client engagement.

 

Administrative Duties:

1. Maintain organized and accurate records of client interactions, transactions, and documentation.

2. Assist in the preparation of internal and external communications, including emails, memos, and reports.

3. Perform general administrative tasks to support the smooth functioning of the team.

 

Qualifications:

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.

• Ideally, 1-2 years of experience in wealth management, asset management, or financial services (internships included) or Fresh Graduate is also welcome.

• Strong interest in wealth management, investments, and financial markets.

• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software/tools is a plus.

• Excellent organizational and time management skills, with the ability to prioritize tasks effectively.

• Strong communication skills, both written and verbal, with a client-focused mindset.

• Attention to detail and a commitment to accuracy in all tasks.

• Keen to learn, able to work under pressure and bear problem solving capability.

 

Preferred Skills:

• Basic understanding of financial products, investment strategies, and regulatory requirements.

• Familiarity with CRM systems and portfolio management tools.  Ideally, be able to use Bloomberg and MorningStar Tools. But Training will be offered if the usage skill has yet built.

• Proactive attitude and willingness to learn and take on new challenges.

 

What We Offer:

• Competitive salary and benefits package.

• Opportunities for professional development and career growth.

• Exposure to a wide range of wealth and asset management activities.

• A supportive and collaborative work environment.

 

How to Apply:

Interested candidates are invited to submit their resume and a cover letter outlining their qualifications and interest in the role to info@atmfo.com.hk.