Customer Service Officer (Brokerage)
CMB International Capital Corporation Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-09-27
- Location:Central
- Employment Type:Full Time, Permanent
- Job Function:Banking / Finance Equities / Capital Markets Sales CS & Business Devpt Customer Serv
- Benefits:Dental insurance, Life insurance, Medical insurance, Performance bonus, Five-day work week
Job Description
Job Responsibilities:
- Acts as primary contact with clients from HK and Mainland China market for day to day account administration and servicing
- Assists Clients in account opening and account maintenance in accordance with company standard, ensure compliance and AML requirements
- Work closely with sales team, assist in establishing sales channels and sales structures to capture business opportunities
- Assist in business promotion, handling inbound and outbound call service, and conduct business promotion analysis
- Well use of Customer relationship management system (CRM) and participate in the construction of CRM systems
- Participate in ad hoc projects, testing jobs or targeted reviews, presents business results to senior managers
- Recommends and implement enhancements to improve effectiveness and efficiency of services and systems
- Participate in the user authority management of various systems in the department
Job Requirements:
- Bachelor or above degree in Business, Finance, Economics or related disciplines
- 3-5 years of solid working experience in Client Service, Relationship Manager Support, Operations or Risk Control Functions in Financial Institutions
- Honest, positive, able to work under pressure, strong client service and learning abilities, with a decent self-motivation and team work sprits
- Fluent written and spoken in both Chinese and English, good at Mandarin, Cantonese and English preferred
- High sensitivity to SFC and/or HKMA control standard, SFC and/or HKMA license holder preferable
Personal data collected will be used for recruitment related purposes only. Applicants not invited for an interview within 2 months from the date of this posting may consider their applications unsuccessful. Personal data will be destroyed after 3 months.
For further information about our Company, please visit our website: https://www.cmbi.com.hk/en-US/
Company Info
Approved by the Chinese financial regulatory authorities, registered and established in Hong Kong, CMB International Capital Corporation Limited (CMBI) is a wholly-owned subsidiary investment bank of China Merchants Bank Co., Ltd (CMB). For the past several years, owing to its outstanding performance, CMB was awarded as "The Most Respected Enterprise" and "The Best Domestic Commercial Bank" in China respectively. We are now looking for suitable calibre to fill the following position:
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