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Assistant Manager/ Senior Officer, Client Onboarding Department

Fulbright Securities Limited

  • Company Industries:Financial Services

Job Information

  • Post Date:2019-04-04
  • Career Level:Middle
  • Location:Sheung Wan
  • Yr(s) of Exp:5 years
  • Qualification:Non-Degree Tertiary
  • Salary:Salary negotiable
  • Employment Type:Full Time, Permanent
  • Job Function:Dealing & Trading  Customer Service - Supervisor/Officer  Wealth Management  

Job Description

Responsibilities:

  • Responsible for the whole account opening and client onboarding procedures;
  • Handle KYC due diligence for clients, and FATCA and CRS related checking;
  • Assist to revamp the workflow and ensure that all requests are align with regulatory requirements and internal policies;
  • Assist the team head to lead a small team for daily operations;
  • Ensure data accuracy and responsible for data management and account opening maintenance;
  • Work closely with compliance, internal audit, operations and related departments regarding all clients data issue;
  • Perform all other duties as assigned from time to time.

 

Requirements:

  • Tertiary educated;
  • At least 5 years’ experiences in customer services, client onboarding, or AML/KYC field, 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;
  • Familiar with MS Office (including Word, Excel, PowerPoint);
  • Multi-tasking and problem-solving skills;
  • Mature, patient, cheerful and detail-minded;
  • Fluent in Cantonese and Putonghua is a must;
  • Candidates with less experience can be considered as Senior Officer.

 

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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