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Wealth Management Department - Customer Service Officer

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Wealth Management Department - Customer Service Officer

CHINA INDUSTRIAL SECURITIES INTERNATIONAL FINANCIAL GROUP LIMITED
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Job Highlights

  • Oversee fund and IPO subscription processes
  • SFC Type 1 & 2 licensed representative
  • Handle daily anti-money laundering activities

Job Responsibilities:

  • 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.

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More Information

SalaryN/A (Search your salary info in SalaryCheck)
Job Function
Location
  • Sheung Wan
Work Model
  • On-site / At the workplace
Industry
Employment Term
  • Full-time
Experience
  • 2 years - 4 years
Education
  • Degree

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