Private Client Services Professional

1 week ago


Hong Kong Island, Hong Kong SAR China KGI HONG KONG LIMITED Full time
About the Role

We are looking for a Private Client Services Professional who is passionate about delivering exceptional customer experiences. In this role, you will be responsible for handling client enquiries and resolving issues in a timely and professional manner.

The ideal candidate will have excellent communication and problem-solving skills, as well as a strong understanding of financial products and services.

Key Responsibilities:

  • Handle client enquiries and resolve issues via phone, email, or in-person.
  • Provide accurate and timely information on financial products and services.
  • Collaborate with internal teams to resolve complex client issues.
  • Develop and maintain knowledge of financial markets and trends.

Requirements:

  • F.7/HKDSE or above.
  • Relevant experience in financial services industry.
  • Potential holder of SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) licenses.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and meet deadlines.


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