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Assistant, Customer Service (Products Due Diligence)

Fulbright Securities Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-03-17
  • Career Level:Entry Level
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Financial Services  Dealing & Trading  Equities / Capital Markets  

Job Description

Responsibilities:

  • Responsible for conducting due diligence reviews on financial products, including Bonds and Unit Trusts;
  • Collect and evaluate information, assess the product risks and features;
  • Provide all rounded support in the Customer Service Department including opening accounts, answering inquiries, conducting KYC and data management.;
  • Responsible for the whole account opening and client onboarding procedures;
  • Handle KYC due diligence for clients, and FATCA related checking;
  • Ensure data accuracy and responsible for account opening maintenance;
  • Work closely with compliance, internal audit, operations and related departments regarding all clients data issue;
  • Perform all other duties as assigned by seniors from time to time.

 

Requirements:

  • Tertiary educated;
  • At least 2 years’ experiences in customer services, client onboarding, AML/KYC field, or product due diligence, preferably in the fields of banking and finance;
  • Holder of SFC Type 1 (Dealing in Securities) and Type 2 (Dealing in Futures Contracts) is definitely advantageous;
  • High level of customer service orientation;
  • Sociable with good communication and interpersonal skills;
  • Multi-tasking and problem-solving skills;
  • Mature, patient, cheerful and detail-minded;
  • Fluent in Cantonese and Putonghua is a must;
  • Candidates with more relevant experience can be considered as Officer;
  • Fresh graduates are welcome.

 

Salary and fringe benefits for the post will be highly competitive, commensurate with qualifications and experience. Interested candidates please send your resume, last and expected salary to the Human Resources and Administration by clicking "Apply Now". Data collected will be used for recruitment purpose only. 

For more details, please visit us at www.ffg.com.hk.

 

Company Info

Founded in 1999 by a group of high caliber professionals, Fulbright Financial Group is dedicated to developing financial business in Hong Kong and China. Throughout the decade, we become a specialist in the trading of securities, futures and precious metal, and we keep on expanding our business to the fields of asset management and wealth management. To cope with our company expansion, an excellent career opportunity is offered to the right candidate to join our dynamic and ever growing environment:

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