Client Solution Support Specialist

Salary: $35,000 – $42,000 per month

About us

Hengyu Wealth Management Limited is very experienced in the insurance broker industry. We are servicing over 10,000 clients and business partners. We focus on financial planning services, family office planning and asset management. We are working with top tier private banking and retail banking to provide a wide range of premium financing and saving products to cater our customer needs. Our asset management team support us with EAM service.

Qualifications & experience：

1. Bachelor’s degree or above, Computer Science related major preferred. Strong capability in document processing and data management.

2. Prior project management experience is a plus; able to understand basic financial & corporate operational data. Career switch candidates are welcome.

3. Fluent in Mandarin; basic written & spoken English. Cantonese speaker preferred.

4. Meticulous and rigorous, experience in document archiving, version control and KYC documentation is advantageous.

5. Proficient in MS Office, able to prepare reports and PPT materials independently.

6. Back-office support role. No Hong Kong insurance or SFC licence required.

Job Responsibilities

1. Support team to collate HNW client basic information, including corporate ownership, business operation and family asset questionnaire data. Conduct filing, data entry and structured documentation. Shall not independently analyse client assets or cash flow, nor provide wealth planning advice to clients.

2. Assist in preparing supporting materials for client proposals: compile statistics of four asset classes (real estate, stocks, savings, insurance), reference documents for overseas education, Hong Kong insurance, family succession and migration. All final proposals must be reviewed and approved by licensed consultants.

3. Support KYC / AML due diligence documentation, prepare meeting minutes, risk assessment questionnaires and proposal drafts, manage document version control and records retention.

4. Support back-office administrative workflows for insurance application, identity planning and asset allocation implementation: document checking, file routing, policy filing and annual client record update. Shall not market products or provide product consultation to clients.

5. Maintain client database and generate data reports. Assist in back-office preparation for industry seminars and executive interviews (materials & PPT preparation only). Not responsible for client acquisition, client pitching or product presentation.

6. Liaise with external partners (migration, property, medical insurance providers) for document exchange and information coordination. Only pass messages, no professional consultation service.