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Account Opening Representative – Account Manager

China Merchants Securities International Company Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2017-05-05
  • Location:Not Specified
  • Salary:Salary provided
  • Employment Type:Full Time, Permanent
  • Job Function:Equities / Capital Markets  

Job Description

Job Responsibilities 职责:

  • 按照客戶的要求,為個人及公司戶口執行開戶安排。Arrange account opening for individual and corporate clients.
  • 按照法規要求,收集相關客戶文檔,協助客戶完成各類資料更新。In accordance to legal &compliance requirements, to collect and filter “customer due diligence” documents. Assist clients to complete personal information renewals/ updates.
  • 與相關部門溝通,確認客戶的開戶流程時間表。Liaise with relevant departments to confirm the client’s account opening process.
  • 在與客戶溝通過程中,配合客戶經理,應答客戶在交易、產品及其他日常業務方面的查詢。To assist account managers with communication with client’s enquiries including but not limit to general trading, products and other daily activities.
  • 完成上級領導交辦的其他工作。Complete other tasks as assigned by superiors.

Job Requirements 要求:

  • 本科或以上學歷; Bachelor’s degree or above;
  • 具香港證監會1號(證券交易)及2號(期貨)牌照者優先; Holder of SFC License of Type 1 & 2 regulated activity preferred;
  • 具相關行業經驗者優先; Related experience preferred;
  • 耐心、細心、有強烈的責任感及團體精神; Patient and attentive, with strong sense of responsibility and team spirit;
  • 良好的客戶服務技巧,具有優秀的溝通能力; Good customer service skills, with strong interpersonal & communication skills;
  • 流利普通話、中等水準或以上英語能力; Fluent Mandarin-speaking is a must. Intermediate level spoken and written English;
  • 熟練使用Office軟件; Proficient in MS office;
  • 可接受經常出差到北京; Willing to travel frequently to Beijing.

We offer attractive remuneration and benefits including 5-day working week to the right candidates. Interested parties, please send your full resume including your CURRENT and EXPECTED salary to Head of Human Resources Division, China Merchants Securities (HK) Co., Ltd., 48/F, One Exchange Square, Central, Hong Kong or by email. 

Personal data provided will be used by us for recruitment and related purposes, which is strictly in accordance with the Personal Data (Privacy) Ordinance (Cap. 486 of the Laws of Hong Kong) for Applicants for Employment. Applicants who are not contacted within 6 weeks may consider your applications unsuccessful and the personal data collected will be destroyed after 2 years or such other period as prescribed by the applicable laws.

Company Info

China Merchants Securities International Co., Limited (“we”), wholly owned by China Merchant Securities Company Limited (Stock Code: 6099.HK/600999.SH), is principally engaged in the provision of a wide range of financial services including brokerage, corporate financing, sales and trading, leveraged and structured lending, asset management, private equity, global commodities and futures. We are searching high caliber talents to help develop and take part in the growth of our business.

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