Customer Services Officer, Private Client Services

4 weeks ago


Central And Western District, Hong Kong SAR China KGI HONG KONG LIMITED Full time
Responsibilities:Provide quality and professional customer services to clients including order placing and IPOs processing.Handle clients’ enquiries regarding settlement matters and product procedures.Respond to clients’ enquiries on different types of products.Order placing for clients and sales using online systems.Provide proper administrative support in the aspects of transaction execution and filing.Organize training and education sessions for RMs.Check and follow up documentations in relation to KYC and Suitability Assessment.Compile, analyze, and report sales data.Requirements:F.7/ HKDSE or above.Relevant experience in financial brokerage is preferred.Potential holder of SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) licenses.Willing to learn, service-oriented, and results-driven.Good communication skills and must be PC literate, including Chinese typing.Sensitive to numbers.Good knowledge of local stocks and futures is definitely an advantage.Well-versed in Excel, PowerPoint, Word, and other Microsoft Office applications.Proficiency in English, Cantonese, and Mandarin.Please send applications with a resume and expected salary quoting the job reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong.(Personal data collected will be used for recruitment purposes only.)

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