Job ref no.: CT3112884-01#0271

Customer Service Officer (Fund investment)


  • 5-day week
  • 13-month pay
  • Dental plan
  • Discretionary bonus
  • Insurance plan
  • Medical plan

Location: Wan Chai

mon to fri 9:30-18:30
Bank Holiday, 14AL, Discretionery Bonus, Double Pay, Medical, Dental, Life insurance

Job Duties:
Perform KYC and client onboarding process
Collect account opening documents
Assist with Marketing campaigns and seminars
Carry out research and respond to clients’ inquiries
Maintain strong relationship with client base and identify service solutions that support client needs
Ability to recognize potential sales or service opportunities
Ability to prepare presentations
Perform daily operations, client service and support to General Manager
Provide account information to clients
telephones, mailing, filing and processing forms

Degree Holder with major in Accounting, Business Administration, Economics, Finance, Law is preferred
Fluent in Cantonese and English, fluent in Mandarin is advantageous
Advances Word, Excel, PowerPoint and internet knowledge
SFC type 9 licensed person or passed HKSI Paper 1)
Recent / fresh graduates with pass in HKSI Paper 1 will also be considered
Immediate available is preferable

More job information
Job ref no. CT3112884-01#0271
  • 13,000 - 20,000 / month
Job Function
  • Wanchai
Employment Term
  • Full-time
  • 0 year
Career Level
  • Non-management level
  • Degree