Investment Customer Services Lead

Customer Services Specialist - Investment Advisory Job Description: Customer Services Specialist - Investment Advisory My client a leading bank isseeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities &Investment Institute Ilicense, and will...

Customer Services Specialist - Investment Advisory My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers. The ideal candidate will hold a valid Hong Kong Securities & Investment Institute license, and will be responsible for providing financial guidance to clients over...

Officer/Associate Manager, Investment Customer Services Add expected salary to your profile for insights Handle and resolve customer queries and requests via phone, live chat and email on investment products and services in a professional manner with tactful customer service skills. Design FAQs & scripts, prepare SOP and provide training during new product...

Central Wealth Securities Investment Limited Position : Customer Service Officer We are looking for a self‑motivated, focused individual with strong compliance knowledge base to oversee the SFC regulated activities of our securities brokerage debt capital and fund management businesses. Responsibilities Handle individual client’s account opening,...

A leading fintech platform in Hong Kong is seeking a Customer Service Officer to manage customer interactions for investment products. The role requires a minimum of 2 years in customer service, excellent communication, and fluency in Cantonese, English, and Mandarin. You'll handle complaints, execute orders, and build customer loyalty. The company promotes...

Monitor project schedule and scope of work to meet client’s objectives and timeline. Handle client’s requests/enquiries and provide professional solutions. Take up ad-hoc duties when required. Be an accountable executive to all teammates and clients. Requirements Higher Diploma in any disciplines. Proficient in Microsoft Office. Ability to work in a...

A leading institution in the banking industry seeks a Customer Service Team Leader committed to delivering high-quality service. The successful candidate will manage a team, monitor performance, and resolve customer issues effectively. Education requirements include a Bachelor's degree and minimum of 2 years in customer service, specifically in banking....

A leading fintech platform in Hong Kong is searching for a Customer Service Officer to manage inquiries and complaints regarding investment products. The ideal candidate should possess a strong customer-centric mindset, excellent communication skills, and fluency in Cantonese, English, and Mandarin. This role offers opportunities to work in a dynamic...

A financial services firm in Hong Kong is seeking an Investment Trainee to participate in the Investment Trainee program. The role involves conducting research projects, managing daily investment operations including cash management, and assisting with comprehensive reporting on research ideas. The ideal candidate is a fresh graduate or has less than 3 years...

Security Officer (Leading Investment Bank)24.3k Add expected salary to your profile for insights Our client is a leading global investment bank seeking potential candidates to join their security operation. An excellent career opportunity will be offer to the right candidates. Role: Monitor building and security systems including CCTV and Access Control...