About the role
This role combines client service excellence with middle-to-back-office operations. The ideal candidate will handle account openings, support regulatory compliance, coordinate settlement processing, and manage essential daily data updates and corporate communications.
Key responsibilities
Handle customer inquiries and resolve issues via telephone, email, and face-to-face to maintain high satisfaction
Understand customer profiles, identify their needs, and refer them to the correct business teams
Process customer account openings, including online account setups
Perform Anti-Money Laundering (AML) checks and signature amendments
Manage daily client funding and withdrawal processes with internal departments
About you
SFC Type 1 & 2 License holder , or currently preparing for the relevant licensing examinations.
Candidates with a strong aspiration to develop a long-term career in the financial services industry will also be highly considered.
Post-secondary education or above
Proactive, patient, detail-oriented, with a good service attitude and strong communication skills
Prior knowledge of financial industry products is an advantage
Fluent in Mandarin, Cantonese, and English
Full-time