Client Services Analyst - Account Opening (SFC Type 1 required)
PAGE PERSONNELHong kongUpdate time: November 14,2019
Job Description

Our client is looking for a detail-oriented and proactive candidate who are customer oriented to conduct daily account opening process and correspond relevant enquiries.

Client Details

Our client is a leading global securities institution serving over 120 markets world widely. The mainstream businesses include brokerage dealing and proprietary trading, which has created over 6 billion of accumulated equity capital.

Description

  • Research and resolve client question/issues on the account opening process
  • Correspond to inquiries with retail and institutional clients via in-person meetings, telephone, e-mail and on-line chat internally to sales and customer service representatives
  • Conduct enhance due diligence on high risk customers
  • Multi-task with a strong emphasis on AML and KYC knowledge while dealing client's enquiries and applications
  • Follow internal policy and procedures when dealing with account related suspicious activity

Profile

  • Bachelor's degree with minimun 2 years experience in KYC/ Account opening/ Customer Services
  • Preferably licensed with SFC for RA type 1,2,3 or be able to obtain by attending to licensing paper exams after joining
  • Excellent written and oral communication skills in English and Cantonese

  • Basic understanding of brokerage regulations and rules that govern client accounts

  • Detail oriented and hardworking; self starter and good problem solver

  • Ability to work independently and effectively as part of a team

  • Willing to work on public holiday (by rotation with compensation leave)

Job Offer

  • Fast-paced & MNC background company
  • Stable and work life balance (8:30am - 5:30pm)
  • 16 days annual leave
  • Lunch meal inclusive
  • Medical and dental coverage including spouse
  • Flat structure with close work relation
  • Young and energetic team

To apply online please click the Apply button below. For a confidential discussion about this role please contact Mandy Wong on 3602 2411

Get email alerts for the latest"Client Services Analyst - Account Opening (SFC Type 1 required) jobs in Hong kong"