Financial Operations Associate
18 hours ago
Job Overview
We are a leading financial services company, KGI HONG KONG LIMITED, and we are seeking a highly skilled Financial Operations Associate to join our team. The successful candidate will be responsible for providing exceptional customer service to clients and supporting the operations team.
Main Responsibilities:
- Provide high-quality customer service to clients, including order placing and IPOs processing.
- Support the operations team in handling client enquiries and resolving issues.
- Process orders and IPOs for clients, ensuring accuracy and efficiency.
- 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.
Essential Skills and Qualifications:
- 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.
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