Client Services Officer (Welcome Fresh Grad)

Job Description

• Maintain existing clients, initiating and promoting active client transactions.

• Convert and serve new clients, providing investor education services to new investors and assisting clients in resolving investment issues.

• Acquire targeted Hong Kong and US stock investment clients for the company through cooperation with Hong Kong channels. Explore and expand overseas channel resources with existing or potential Hong Kong and US stock investment clients, including but not limited to: online self-media, investment KOLs, offline same/different industry collaborations, etc.

• Maintain keen insight into market changes in the financial market, collect industry dynamics and market information, and provide information support for business decisions.
  

Job Requirements

• Bachelor's degree or above in Business/Finance or related disciplines.

• 1-2 years of relevant work experience. Insurance wealth managers and fresh graduates would also be considered.

• Qualified for SFC licenses 1 & 2 would be an advantage.

• Good command of spoken and written Cantonese, Mandarin and English.

• Priority will be given to candidates with client sales/service background in the finance or securities industry.

• Self-motivated with strong interpersonal and communication skills.

• Strong learning ability, with strong business negotiation and resource development capabilities.

• Strong sense of purpose, self-motivated, with strong stress resistance and teamwork spirit.

We offer a competitive remuneration package to the right candidate. If you are interested in the post, please send your resume together with your current salary  and  expected salary  by clicking  “立即申請” . 

For more information about Forthright Financial Holdings Company Limited, please visit  https://www.forthright-sec.com/ [link removed]

We are an equal opportunity employer and welcome applications from all qualified candidates. All applications will be treated in the strictest confidence. Personal data provided will be used for recruitment purposes only. The job applicant will assume all or any risks arising out of or in connection with the job application transmission process prior to our actual receipt of the same including but not limited to accidental or unauthorized loss or disclosure of personal information, to which we will not be responsible in any way.

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, please email to us.

Job summary For more information about Forthright Financial Holdings Company Limited, please visit https://www.forthright-sec.com/