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Client service specialist, Hong Kong personal Invseting

Hong Kong Permanent HK$420,000 - HK$455,000 per year View Job Description
This Client Service Specialist role is responsible for providing professional support to clients and intermediaries on investment products, account services, mutual funds, and MPF solutions. The ideal candidate must be fluent in English, Mandarin, and Cantonese, with a strong understanding of mutual funds and MPF products to effectively handle client enquiries and support wealth management needs.
  • A global top tier Asset Manager in Hong Kong
  • Combined with comprehensive Wealth and Retirement Solutions

About Our Client

A leading global asset manager in Hong Kong, providing investment, retirement, and wealth management solutions backed by extensive research capabilities and global market expertise. It helps individuals and institutions achieve long term financial goals through diversified investment opportunities.

Job Description

  • Deliver exceptional client service to Personal Investing and/or Pension clients through multiple channels, including telephone, email, and face-to-face interactions with walk-in clients.
  • Handle client enquiries, phone dealing, service requests, and account-related matters in a timely, accurate, and professional manner.
  • Manage client correspondence, case management, and complaint resolution, ensuring a positive client experience.
  • Follow up on Not-In-Good-Order (NIGO) applications and instructions to ensure timely resolution and completion.
  • Support daily operational and administrative activities to ensure efficient delivery of client services and business operations.
  • Meet agreed service standards, quality benchmarks, and turnaround times while maintaining a high level of accuracy.

The Successful Applicant

  • University graduate in Business, Finance, Communications, or a related discipline.
  • Minimum 3 years' experience in client servicing, customer service, or operations within the financial services industry; experience in mutual funds is preferred. MPF/eMPF knowledge is a nice to have.
  • SFC and/or MPFA registration is required, or willingness to obtain relevant licences within 3 months after onboarding.
  • Proven experience in handling client enquiries through multiple channels, including telephone, email, and face-to-face interactions.
  • Strong client-centric mindset with a passion for delivering exceptional service and building trusted client relationships.
  • Excellent verbal and written communication skills in English, Cantonese, and Mandarin.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy and attention to detail.
  • Strong problem-solving, interpersonal, and stakeholder management skills.
  • Proficient in Microsoft Office applications, particularly Excel, Word, and PowerPoint.
  • Positive, proactive, and adaptable team player with a continuous improvement mindset.
  • Knowledge of Hong Kong pension, MPF, personal investing, or wealth management products and operations would be an advantage.

What's on Offer

Join a globally recognized asset manager offering strong career development, exposure to international markets, a collaborative research-driven culture, and the opportunity to make a meaningful impact on clients' long-term financial goals

Contact
Aiko Zhang
Quote job ref
JN-072026-7068561
Phone number
+852 2848 4712

Job summary

Function
Banking & Financial Services
Specialisation
Portfolio / Fund / Asset 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-072026-7068561

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.