Customer Services Manager (Securities Brokerage) (HK$40K - $50K) (Ref. No.: 27946)
Our client, an Investment Bank, is looking for high-caliber person to fill the position.
工作职责
- Handle customer inquiry calls and emails, and answer general securities business inquiries in relation to account position, market information, products’ natures, etc.
- Handle clients’ instructions, e.g. fund withdrawals and deposits, securities settlement instructions, corporate actions, etc.
- Verify the account opening documents of individual, corporate and institutional clients
- Contact clients (as necessary) during the account onboarding process to collect more KYC documents and internet search public information to obtain more client information
- Conduct customer due diligence from an anti-money laundering perspective and assess clients’ money laundering risks
- Work closely with the anti-money laundering team on the process of client onboarding to ensure compliance with AML guidelines, internal company procedures and relevant regulatory requirements
- Provide account opening KYC and AML training for frontline sales persons
工作要求
- University graduate, preferably in Business or related disciplines
- SFC type 1 license holder
- At least 8 years working experience in related field such as customer services, client onboarding, relationship management, etc.
- Experience in KYC/AML areas within Finance industry is strongly preferred
- Familiar with SFC codes and guidelines
- Good knowledge of financial products
- Excellent in client service mindset and interpersonal communication skill
- Customer focused, self-motivated, attention to detail and to be a good team player with strong common sense and able to work under pressure
- Good command in written and spoken English and Chinese (including Mandarin)
- Proficiency in using the Microsoft Excel, PowerPoint and Word
- 职位编号:
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27946
- 日期:
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13/11/2026
- 工作类别:
-
银行业
- 薪金范围:
-
$Neg.
- 学历要求:
-
Degree
- 联络电邮:
-
[email protected]
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