Job ref no.: 4216441/001_1633404383
Page Personnel

Client Services - Wealth Connect - Fund Transfer

Page Personnel

About this company
  • Wealth connect is new government scheme that allows clients from Chinese Provinces to move their investment/funds to Hong Kong accounts.
  • Client servicing role to assist clients in moving their funds smoothly.

Client Details

My client is a Multi-National-Corporation (MNC) Bank that is one of the leading brand names in the market. They have a strong presence globally and are continuing to grow aggressively. They are now looking for candidates with native of fluent Mandarin to assist clients in fund transfers.


  • Handle inbound calls and enquiries from clients and offer effective solutions.
  • Demonstrate a strong understanding of wealth connect to be able to explain procedures to clients.
  • Assist clients with fund applications and conduct KYC/CDD checking for account openings/transfer.
  • Provide excellent customer service and maintain the image of the company.
  • Assist in account management and trade settlement.


  • Native Mandarin speakers are highly preferred.
  • Bachelor degree in any discipline. Preferably in Business related subjects.
  • 1+ years of customer service/client service experience.
  • Candidate with cross-border fund transfer experience will have an advantage.
  • Demonstrate strong market knowledge and ability to share information effectively.
  • Holders of HKSI 1,7,8 is preferred but not a must.

Job Offer

  • 20+ days annual leave
  • Annual bonus
  • MNC culture
  • MNC benefits
  • Growing department

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Matt O'Shaughnessy on +852 3602 2438

More job information
Job ref no. 4216441/001_1633404383
  • 20,000 - 30,000 / month
Job Function
  • Central
Employment Term
  • Permanent
  • Full-time
  • 1 year - 10 years
Career Level
  • Entry level
  • Degree
  • 5-day week
  • Competitive pay
  • Discretionary bonus
  • Insurance plan
  • Medical plan