Customer Services Officer, Private Client Services (Ref: 2006A-PCSCSO-CPJ)

Responsibilities:

• Provide quality and professional customer services to clients including order placing and IPOs processing.
• Handle clients’ enquiries regarding settlement matters and product procedures.
• Respond to clients’ enquiries on different types of products.
• Order placing for clients and sales using online systems.
• Provide proper administrative support in the aspects of transaction execution and filing.
• 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.

• 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.