Job Responsibilities:

• Work closely with front office to obtain and ensure the necessary documents are in place for client on boarding according to regulatory requirements
• Perform due diligence and KYC checks on clients and process the account application forms in accordance to policies and procedures
• Handle processing of clients’ updates and changes to their accounts
• Respond to both internal and external client enquiries
• Prepare daily and monthly reports
• Work closely with other related departments
• Perform timely periodic reviews on client accounts

Job Requirements: 

• Bachelor's Degree
• Minimum 2 years of work experience in a Client Service role (preferably with equity market experience) and familiar with the regulatory requirements related to client on boarding
• Possess good interpersonal skills and able to communicate confidently with the sales team and clients
• Pleasant personality and able to work independently
• Good command of spoken and written English and Chinese. Putonghua is a plus.

Interested parties click "APPLY NOW" to submit your application.

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