Responsibilities

• Handle phone and email inquiries from clients in a timely and professional manner
• Assist with client on-boarding, including document verification, KYC, CDD, and AML procedures
• Collaborate with sales team to ensure a smooth client on-boarding process
• Provide support to the Hong Kong, PRC & Overseas business units
• Hanle ad-hoc projects as assigned

Requirements

• Bachelors or Associate Degree preferred
• Minimum of 2 years of operations and/or customer service experience in the financial industry
• Fluent in spoken and written English, Cantonese and Mandarin
• Strong communication, interpersonal, and problem-solving skills
• SFC Licensee for Type 1 & 2 is preferred