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Wealth Management Department - Customer Service Officer
Manage customer service hotline and address inquiries and complaints.
Process customer applications and facilitate account opening procedures.
Oversee fund and IPO subscription processes.
Assist with departmental compliance management tasks.
Handle daily anti-money laundering activities.
Conduct customer due diligence.
Provide support for the business needs of frontline staff.
Job Requirements:
Bachelor’s degree in Finance, Economics, or a related field.
SFC Type 1 & 2 licensed representative.
Minimum of 2 years of experience in the securities or futures industry.
Strong knowledge of securities or futures is preferred.
Excellent verbal and written communication skills in both Chinese and English (Cantonese and Mandarin preferred).
Strong sense of responsibility, independent, customer-oriented, team player, able to work under pressure and handle multiple tasks.
All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.