Posted on 2021-10-09
David James Recruitment China Limited

Customer Service Executive (HK$23K – 30K) – Sizable Finance Services Institute

David James Recruitment China Limited

Our client is a stable financial services company. They are looking for qualified and experienced talents to join their customer service team for their expanding business.


  • Liaise with customers and take client orders in a timely manner
  • Execute trade transactions through various channels for overseas equities and futures markets
  • Monitor clients’ positions and margin level and conduct follow up if necessary
  • Serve customers around the world thru email, phone, and face-to-face
  • Prepare dealing documents and provide daily administrative support to the team
  • Support system rollouts, UAT and other ad-hoc duties as assigned


  • Degree in Finance, Business Admin, or related disciplines
  • Minimum 2 years of experience on customer services in Financial Industry
  • Qualified to be registered as licensed person under SFC (Type 1 & 2)
  • Knowledge in Global Equities, Futures, and Commodities is an advantage
  • Good command of both spoken and written English and Chinese (Cantonese and Mandarin)
  • Customer oriented, strong communication skills, and ability to work independently

To Apply

Interested parties please send us your updated resume with your latest and expected salaries or please call us at +852 3611 7781 or email us at for a confidential discussion.

More job information
  • 20,000 - 30,000 / month (negotiable)
Job Function
  • Eastern District
Employment Term
  • Permanent
  • Full-time
  • 2 years - 5 years
Career Level
  • Entry level
  • Degree