Client Services officer/Customer Services officer

4 days ago


Hong Kong Island, Hong Kong SAR China Asia Progress Executive Limited Full time

Client Services Officer/Customer Services Officer - Wealth Management / Private Banking / Securities Our client is a European Private Banking/Wealth Management Securities. To cope with the rapid business expansion, they are now inviting high calibre candidates to join the team. Responsibilities Assist Relationship manager to support their Greater China Markets/portfolio of clients Provide investments market updates and execution of the OTC listed investment trade, FX, Option, equities, funds and structured products, FX Swap, Accumulators, Decumulators, Fx Option, mutual funds, etc. Prepare marketing materials and quotas, trade execution, credit proposals, investment and deposit transactions Provide Business management support to assure efficient and smooth completion of trade execution Manage and follow up on new account opening and closure documentation to ensure full compliance to the requirement before passing the documents Taking and executing private banking clients' orders, mainly for Hong Kong market including money market, securities, structure products, FX transactions, etc. Support Relationship Manager, handle and resolve daily queries from clients Assist with completing sales documentation and related processes e.g. client profiling / KYC Requirements Degree holder, preferably majoring in banking/finance Minimum 2- years of relevant work experience as Assistant Relationship Manager in Wealth Management /Securities / Asst Management firm. holder HKSI Licensing Examination Paper 1, 7 & 8 Good knowledge of investments, banking products, operational procedures and systems including Wealth Management systems Fluency in English, Cantonese and Mandarin OR, please send full resume with present & expected salary to expedite sourcing in MS-WORD format by clicking “APPLY NOW”. Please quote our reference in your application Personal data provided by job applicants will be used strictly in accordance with the employer’s personal data policies, a copy of which will be provided upon request. All information provided will be used for recruitment purpose only. #J-18808-Ljbffr



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