Contract Customer Executive, Account Services (under 1-year Renewable Agency Contract)
BOCOM International Holdings Company Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-08-29
- Career Level:Entry Level
- Location:Central
- Qualification:Degree
- Employment Type:Contract
- Job Function:Banking / Finance Financial Services Sales CS & Business Devpt Call Centre &nbs
- Benefits:Gratuity, Five-day work week
Job Description
Job Purpose
- Provide full range of client account services proactively to clients
- Be competent in handling all account services enquiries
- Monitor potential risks of clients’ accounts
- Perform and follow up with account opening duties, like conducting KYC, AML and due diligence checks, etc., to ensure smooth and proper process of client onboarding and in compliance with internal and external policies and regulations
- Provide quality services, for example, answering clients enquires, handling transaction matters, and performing other administrative tasks, related to online securities account
- Collaborate with internal parties to provide effective and efficient client services and support
- Handle and assist in ad-hoc assignments/ projects as and when required
- Bachelor degree or above in Business Administration, Management or Finance related discipline
- Minimum 2 years’ relevant experience in client servicing, gained in financial services industry
- Knowledge on SFC requirements an advantage
- Excellent client service mindset
- Good interpersonal and communication skills; attentive to details
- Able to work under pressure and independently; with outstanding spirit of team work
- Proficient PC skills in Microsoft Windows and Office
- Good command of written and spoken English and Chinese with fluency in Cantonese and Mandarin.
Application
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Company Info
BOCOM International Holdings Company Limited is a subsidiary of Bank of Communications Co., Ltd. We provide a wide range of financial services including securities brokerage, corporate finance and asset management to our domestic and international clients. We are hiring committed and passionate high calibre to join our Company and grow with us in the long run.
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