Associate, Customer Service

部门:经纪业务发布时间:2021/11/05地点:香港

Responsibilities

  • Perform account opening and document checking according to internal guidelines and ensure full compliance in of rules and regulations
  • Design and implement operational procedures complied with internal guidelines and relevant regulatory requirements
  • Handle clients on-boarding related matters including but not limited to AML checking, CRS/ FATCA handling
  • Handle customer enquiries
  • Perform other ad-hoc projects as assigned by team supervisor

Requirements

  • Degree holder in any Business related disciplines
  • Qualified to be registered as a licensed person (Type 1) under SFC in dealing securities is an advantage
  • Minimum 1-3 years' customer service working experience preferably in financial industry
  • Knowledge on handling client due diligence is an advantage
  • Good communication skill
  • Good command of English and Chinese, fluency in Putonghua is preferred
  • Detail-oriented, proactive, patient and responsible
  • Proficient in MS Word, Excel and PowerPoint

We offer attractive remuneration package and fringe benefits to the right candidate. Interested applicants please send detailed resume stating present & expected salaries and date of availability to Human Resources Department by clicking "Apply Now".

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