Job ref no.: JN -102021-3613291_1634015601
Page Personnel

Client Services Officer - Fund Transfer/Wealth Connect

Page Personnel

About this company

A leading MNC bank has expanded their service to assist clients apply a new government scheme (Wealth Connect). They are looking for a Client Services Officer with fluent Mandarin to assist clients in transfer funds from PRC to Hong Kong and provide excellent client servicing. They provide competitive salary and excellent fringe benefits.

Client Details

Our client is a leading Multi-National-Corporation (MNC) Bank which has over 130 years history. With over 1000 branches and 70000 employees, they are expanding their business so they are looking for a Client Services Officer with fluent Mandarin to join their team.

The candidates would handle clients enquiries through inbound calls in order to provide professionally knowledge about transferring funds from PRC to Hong Kong.


  • Handle clients enquiries through inbound calls and emails
  • Explain the whole procedures of Wealth Connect to clients
  • Assist clients with fund applications
  • Conduct KYC/CDD checking for account openings/transfer
  • Build positive relationship with clients and maintain the image of the company


  • Bachelor degree holder of any discipline, preferably in Business related majors
  • Native Mandarin is highly preferred, fluent in Cantonese and English
  • Holder of HKSI 1,7,8 is preferred but not a must
  • At least 1 year experience of customer servicing
  • Candidates with retail bank call centre experiences would be advantaged
  • Excellent communication and interpersonal skills

Job Offer

  • MNC culture
  • Annual leave: 20+ days
  • Excellent fringe benefits
  • Competitive salary and incentive
  • Great career progression

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Janet CHang on +852 3602 2459.

More job information
Job ref no. JN -102021-3613291_1634015601
  • 15,000 - 35,000 / month
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 0 year - 10 years
Career Level
  • Entry level
  • Degree
Require to Travel
  • No travel
  • 5-day week
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan
  • PRC holidays
  • Year-end bonus
  • … + 2 more