Associate

About the role

This role is ideal for someone interested in a career in wealth management, particularly in client services and relationship management. You will be responsible for a variety of administrative and client-focused tasks, with opportunities to learn and grow within the firm.

Key responsibilities

• Assist with client onboarding, ensuring all documentation and processes are completed accurately and efficiently.

• Manage day-to-day client communication, including scheduling meetings, and coordinating with internal teams.

• Support KYC/AML reporting and compliance processes, ensuring all client records are up-to-date and accurate.

• Assist with statement reporting cycles and in-house fund administration tasks, including data entry and document preparation.

• Support other team members with ad-hoc tasks as needed.

• Provide administrative support for business development initiatives, including outreach and event coordination.

• Assist in creating and organizing marketing materials and client presentations.

About you

• Strong organizational and communication skills, attention to details, ability to manage multiple tasks and prioritize effectively.
• A proactive attitude and willingness to learn, with a keen interest in wealth management and client services.
• Proficiency in Microsoft Office (especially Excel) and ready to deal with routine administrative tasks.
• Fluency in English is essential; Cantonese or Mandarin is an advantage.
• No specific degree required, but a background in business, finance, or a related field is an advantage.

Benefits

• Salary competitive with market rate
• Financial assistance in professional development
• Mandatory Provident Fund contributions
• Medical Insurance (out-patient plus hospitalization coverage), provided upon completion of the 3 months probationary period
• 14 working days of paid leave

About us

ChapmanCraig is an independent, employee-owned wealth management firm based in Hong Kong. We specialize in providing personalized investment advice and global investment resources to high-net-worth individuals and families across Asia and the world. Our focus is on relationship management, ensuring our clients' assets are protected and their financial goals are met.