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Officer, Client Service

CITIC Securities Brokerage (HK) Limited

  • Company Industries:Others

Job Information

  • Post Date:2019-01-15
  • Career Level:Entry Level
  • Location:Admiralty
  • Yr(s) of Exp:3 years
  • Qualification:Degree
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Financial Services  Equities / Capital Markets  Wealth Management  

Job Description

Responsibilities

  • Provide general administrative and support to wealth management sales team and clients.  Reviewing & processing customers’ account opening documents such as deficiencies, resolving discrepancies by applying standard procedures or returning incomplete documents to the team leader for resolution.
  • Processes customers and account source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution.
  • Processes data entry and maintains data entry requirements by following data program techniques and procedures.
  • Provides general administrative, account opening and sales support to wealth management sales team
  • Maintains customer confidence and protects operations by keeping information confidential.
  • Perform ad hoc projects/duties as assigned.


Requirements

  • Degree holder in finance or related disciplines.
  • Minimum 3 years relevant experience.
  • Attained all necessary regulatory criteria for carrying out brokerage activities.
  • Good interpersonal and communication skills, attentive to details and self-motivated.
  • Good command of written and spoken English and Chinese (including Putonghua).


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