Client Service Representative, Private Client Division

2 days ago


Hong Kong, Central and Western District, Hong Kong SAR China KGI HONG KONG LIMITED Full time

About the Role

We are seeking a highly skilled and professional Client Service Representative to join our Private Client Division. As a key member of our team, you will be responsible for providing exceptional customer service to our clients.

Key Responsibilities

  • Provide quality customer services to clients including order placement and IPO processing
  • Handle client inquiries regarding settlement matters and product procedures
  • Respond to client inquiries on different types of products
  • Place orders for clients and sales using online systems
  • Provide administrative support in transaction execution and filing
  • Organize training and education sessions for Relationship Managers
  • Verify and follow up on documentation related to Know Your Customer (KYC) and Suitability Assessment
  • Analyze and report sales data

Requirements

  • F.7/HKDSE or above
  • Relevant experience in financial brokerage is preferred
  • Potential holder of SFC Type 1 and Type 2 licenses
  • Willing to learn, service-oriented, and results-driven
  • Good communication skills and proficiency in Microsoft Office applications
  • Sensitive to numbers
  • Proficiency in English, Cantonese, and Mandarin


  • Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

    iCapital is committed to delivering exceptional services to our clients, and we're seeking a talented Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong.In this role, you will play a critical part in setting up and maintaining our financial software applications, providing top-notch support to clients, and contributing to the...


  • Hong Kong, Central and Western District, Hong Kong SAR China ALL-STAR AGENCY Full time

    Job DescriptionWe are currently recruiting a Private Banking Sales Head to lead a team for Taiwan-related client portfolio for a steadily growing bank.Role ResponsibilitiesLead the team in developing new Ultra High Net Worth Individuals with Taiwan-market connections and business opportunities through cross-selling, referral, and personal business...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    Job OverviewAt One Arrow Consulting, we are committed to delivering exceptional services to our clients.Key ResponsibilitiesTeam Leadership: Direct and manage a team of Functional Consultants across Hong Kong and Singapore, fostering a collaborative environment that promotes growth and development.Customer Support: Provide pre-sales support, customer...


  • Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

    iCapital's innovative financial technology platform has revolutionized the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.We are seeking a highly skilled Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    About the RoleWe are seeking an exceptional Private Wealth Management Manager to join our team at Futu Securities International (Hong Kong) Limited. As a key member of our private banking division, you will be responsible for delivering high-quality services to our VIP clients.Key ResponsibilitiesEstablish and maintain strong relationships with clients to...


  • Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

    Company OverviewiCapital is a leading provider of alternative investment solutions for advisors, wealth management firms, asset managers, and banks. We empower our clients to provide bespoke public and private market strategies to their high-net-worth clients.With extensive expertise in financial software applications and data aggregation tools, our team...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Job Description:We are seeking an exceptional Strategic Private Banking Relationship Manager to join our team at Bank of China (Hong Kong) Limited. As a key member of our Private Banking division, you will be responsible for managing and developing high-net-worth individual relationships, providing comprehensive and tailored banking services.About the...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    **Job Overview:**We are seeking a seasoned Relationship Manager to join our Private Wealth team at Bank Of China (Hong Kong) Limited. As a key member of our branch network, you will be responsible for building and maintaining long-term relationships with high net worth individuals and corporations.Main Responsibilities:Develop and execute strategies to...


  • Hong Kong, Central and Western District, Hong Kong SAR China Futu Securities International (Hong Kong) Limited Full time

    At Futu Securities International (Hong Kong) Limited, we are seeking a highly skilled and motivated Strategic Client Services Associate to join our team.Job Summary:This role is responsible for assisting the Relationship Manager in managing key partner relationships to achieve business targets.Key Responsibilities:Partner Relationship Management: Work...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Citi OverviewAt Citi, we're committed to connecting people and businesses across the globe. With a history spanning over 200 years, our unparalleled global network enables us to provide a broad range of financial services and products to clients worldwide.Sales and Relationship BuildingWe're seeking a highly skilled Strategic Client Manager - Wealth...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Company OverviewCiti is a global bank with a rich history of connecting people across the globe. With over 200 years of experience, we have built an unparalleled network that provides a broad range of financial services and products to our clients.Job DescriptionWe are currently seeking a highly skilled Luxury Client Relationship Ambassador to join our team...


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    Company OverviewCiti is a global financial institution with over 200 years of history, providing a wide range of financial services and products to clients across the globe. We pride ourselves on our commitment to excellence and our ability to make a positive impact in the communities we serve.


  • Hong Kong, Central and Western District, Hong Kong SAR China Citi Full time

    About CitiCiti is a global financial services institution with over 200 years of experience connecting millions of people across hundreds of cities and countries. Our unparalleled global network enables us to provide a broad range of financial services and products to our clients, from consumers to corporations, governments, and institutions.Our Commitment...


  • Hong Kong, Central and Western District, Hong Kong SAR China Brandnographer Full time

    Drive Business Growth with Strategic Market ResearchBrandnographer is seeking a seasoned Client Portfolio Growth Specialist to join our research team. As a key member of our team, you will be responsible for developing and executing research strategies that drive business growth and deliver exceptional results for our clients.With a strong client portfolio...


  • Hong Kong, Central and Western District, Hong Kong SAR China Goldman Sachs Group, Inc. Full time

    Job SummaryAs an Institutional Sales Manager for Insurance Clients in Greater China, you will be responsible for developing and maintaining relationships with key clients in the insurance sector. Your primary goal will be to understand their investment direction, provide advice and solutions leveraging Goldman Sachs's global resources and products, and...


  • Hong Kong, Central and Western District, Hong Kong SAR China Hong Kong Exchanges and Clearing Limited Full time

    Company OverviewHong Kong Exchanges and Clearing Limited is home to Asia's most dynamic and vibrant capital markets. Our purpose is to connect, promote and progress our markets and the communities they support for the prosperity of all. Job SummaryClient Centricity is one of the strategic execution pillars of our business. The Client Services department is...


  • Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

    Benefits:\In addition to a competitive salary, we offer a range of benefits to our employees, including\Opportunities for professional development and growthA supportive and collaborative work environmentA comprehensive benefits package, including medical and life insurance


  • Hong Kong, Central and Western District, Hong Kong SAR China Miramar Group Full time

    About This RoleThis exciting opportunity is for a Guest Services Representative who will form lasting impressions on our guests through outstanding service. The successful candidate will possess strong communication skills, excellent attention to detail, and a genuine desire to assist others.Duties- Welcome guests and handle their queries efficiently- Ensure...


  • Hong Kong, Central and Western District, Hong Kong SAR China Bank Of China (Hong Kong) Limited Full time

    Company Overview:The Bank of China (Hong Kong) Limited is a leading financial institution in Hong Kong, providing a wide range of banking services to individuals and corporate customers. We are committed to delivering exceptional service quality and building long-term relationships with our clients.Job Description:We are seeking a highly skilled and...


  • Hong Kong, Central and Western District, Hong Kong SAR China GUM | Your MPF & EB Expert | Hong Kong Full time

    Transform Your CareerAre you ready to take your career to new heights? GUM | Your MPF & EB Expert | Hong Kong is a leading consulting firm in the Health and Wealth Industry, offering MPF solutions and financial consulting services with over 42 years of market experience. Our commitment is to empower individuals to achieve their goals and aspirations.At GUM,...