Job ref no.: CT3130312-01#3136

Customer Service Officer - Securities Brokerage co

Asia Progress Executive Limited

Our client is PRC Investment  B anking  To cope with the rapid business expansion , they are now inviting high caliber candidates to join the team

 

Customer Service Officer- Securities Brokerage co 

 

Responsibilities:

  • Provide a full range of account and sales services to mass retail customers
  • Promote business to mass retail customers through online platforms
  • Handle account opening and client onboarding processes, including client information collection, conducting KYC and CDD
  • Answer and follow up clients’ enquiries on account opening, trading platform, product and market information with professional and compliant manner
  • Perform ad hoc duties assigned
  • Assist in system projects

 

Requirements:

  • University graduate, preferably in Business or related disciplines
  • SFC type 1 license holder
  • at least 2+ years working experience in related field such as customer services, client onboarding, relationship management, etc
  • Experience in KYC/AML areas within Finance industry is strongly preferred
  • Familiar with SFC codes and guidelines
  • Good knowledge of financial products
  • Excellent in client service mindset and interpersonal communication skill
  • Customer focused, self-motivated, attention to detail and to be a good team player with strong common sense and able to work under pressure
  • Good command in written and spoken English, Mandarin(a must) and Cantonese
  • Prefer Native speaker 
  • Proficiency in using the Microsoft Excel, PowerPoint and Word

 

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More job information
Job ref no. CT3130312-01#3136
Salary
Job Function
Industry
Employment Term
  • Full-time
Experience
  • 2 years
Career Level
  • Middle management level
Education
  • Degree