Responsibilities:

• Handle account opening and ensure that the account opening documents follow the internal policies and procedures
• Follow up with clients on outstanding account opening documentations
• Handle enquiries and provide quality customer services to clients
• Participate in marketing initiatives and events and other ad-hoc projects as assigned

Requirements:

• Post-secondary or above with 1 year of experience in Finance or business-related disciplines.
• Passed HKSI LE paper 1,7,8,9 or Licensed with SFC RA1 and RA2 is preferred
• Fast learner with good communication and interpersonal skills
• Fluent in Cantonese, fluency in spoken Mandarin is an advantage
• Fresh graduates will also be considered
• Candidate with more experience will be considered as Senior Customer Service Officer/ Customer Service Supervisor
• Immediate available will be an advantage