Senior Private Client Associate – Partner’s Office

CIGP is a Hong Kong-headquartered, multi-jurisdictional wealth management firm with offices in Geneva, London, Dubai and Milan. CIGP is licensed by the Securities and Futures Commission in Hong Kong for Types 1, 4 and 9 regulated activities. To learn more about the firm, please visit www.cigp.com.

About The Role
We are looking for a Senior Private Client Associate – Partner’s Office to act as a trusted partner to the Partners in servicing some of the firm’s largest and most complex client relationships. This is a full-time role and the office based in Hong Kong The role covers the full client lifecycle, from onboarding and account setup through to ongoing administration, transaction coordination and day-to-day client requests. You will take ownership of day-to-day servicing matters, anticipate client needs and follow requests through to completion, ensuring an accurate, responsive and highly personalised service. You will be expected to understand each client’s requirements and preferred way of working, identify potential issues early and coordinate the relevant internal and external parties to bring matters to a successful conclusion. The seniority of the role comes primarily from the autonomy, judgement and ownership required. You will independently manage requests within your remit, including complex matters, without requiring each step to be checked by the Partner. Matters requiring senior input or approval should be escalated promptly, with clear context, an assessment of the issue and proposed next steps. The Partner will remain responsible for the overall client relationship, investment advice and strategic discussions. By taking ownership of day-to-day servicing, the Senior Client Service Manager will enable the Partner to focus on advice, relationship development and the client’s broader objectives.

Key Responsibilities
• Act as the principal point of contact for day-to-day servicing matters, working alongside the Partners.
• Develop a detailed understanding of each client, including their structures, requirements, communication preferences and expected service standards.
• Take ownership of client requests from receipt through to completion, ensuring appropriate follow-up with clients, internal teams and external counterparties.
• Anticipate upcoming client requirements, operational challenges and potential delays, and take proactive steps to address them.
• Process client instructions accurately and promptly, including transfers, payments, subscriptions, redemptions and account changes.
• Coordinate requests with the Advisory and Trading Desks and follow transactions through to execution and settlement.
• Monitor confirmations, corporate actions, maturities and other relevant events, ensuring that clients and Partner are kept appropriately informed.
• Manage onboarding, account opening and periodic KYC reviews for clients with complex personal, corporate, trust or family-office structures.
• Coordinate closely with Operations, Custody, Compliance, Advisory, Trading and external counterparties to resolve issues and complete client requests.
• Escalate matters requiring senior judgement, advice or approval with a clear explanation of the issue and recommended next steps.
• Maintain complete and accurate client records, correspondence and supporting documentation.
• Prepare client reports, meeting packs and other materials required by the Partner.
• Contribute to the continued improvement of client-servicing processes and service standards. What We’re Looking For
• At least five years of relevant experience in banking, wealth management, a family office or a multi-family office, ideally supporting UHNW clients or complex client structures.
• A strong track record in client servicing, with the ability to take ownership of matters and bring them to completion.
• Sound judgement and the confidence to manage complex requests independently while recognising when escalation is required.
• A proactive approach, with the ability to anticipate client needs, identify potential issues and coordinate solutions.
• Working familiarity with equities, fixed income, structured products, foreign exchange and investment funds.
• Strong organisational skills and attention to detail, with a commitment to precision and timely execution.
• Excellent communication and stakeholder-management skills, including the ability to follow up firmly and professionally with clients, colleagues and external parties.
• Discretion, resilience and the ability to remain calm and effective under pressure.
• Fluent English. Mandarin and/or Cantonese would be an advantage.
• An SFC Type 1 licence, or eligibility to obtain one, where the responsibilities assigned to the role require it. What Excellent Service Looks Like Success in this role means consistently delivering service that is:
• Accurate: Instructions, records and communications are handled with precision.
• Responsive: Requests are acknowledged and progressed promptly, with clients and Partner kept informed.
• Proactive: Upcoming requirements and potential issues are identified before they become problems.
• Personalised: The service reflects an understanding of each client’s circumstances, preferences and communication style.
• Accountable: Matters are actively owned and followed through to completion rather than simply passed between teams.
• Well judged: Routine and complex servicing matters are managed independently, while issues requiring advice or approval are escalated appropriately. Why Join Us
• Take meaningful responsibility for the day-to-day servicing of some of the firm’s most significant and complex client relationships.
• Work closely with senior Relationship Managers and gain broad exposure across advisory, trading, operations, compliance and custody.
• Join an entrepreneurial, multi-jurisdictional wealth management business in which individual judgement, ownership and client service have a direct impact.
• Develop towards broader client-service leadership or relationship-management responsibilities over time.
• Must be based in, or willing to relocate to, Hong Kong, and eligible to work in Hong Kong (or to obtain a work visa). To apply Please go to https://careers.cigp.com and apply for the “Senior Private Client Associate – Partner’s Office” job offer by uploading your:
• Updated Curriculum Vitae (CV) with expected salary and availability;
• Cover Letter, describing a complex client matter you took ownership of and brought to completion; and
• Reference letters from previous employers (if any). We are an equal opportunity employer and welcome applications from all qualified candidates. Every application will be treated in the strictest confidence. Personal data provided is necessary to assess your application, will be used for recruitment purposes only and may be shared with other CIGP group entities, including outside Hong Kong, for that purpose. Applicants who are not invited for interview within 10 weeks may consider their applications unsuccessful. Personal data of unsuccessful applicants will be destroyed within 24 months of the date their application is unsuccessful. Under the Personal Data (Privacy) Ordinance, you may request access to, and/or correction of, your personal data in relation to your application. If you wish to do so, kindly reach out to us by email at HR-HK@cigp.com.