- Hong Kong Hong Kong
Forthright Financial Holdings Company Limited Hiring! Full Time Client Service assistant manager in Hong Kong - Ricebowl
Client Service assistant manager
Forthright Financial Holdings Company Limited
Share
Save
Working Location
Job Description
Responsibilities
Job Responsibilities:
Perform client on-boarding procedures, responsible for CDD, KYC, AML checks, and risk assessment for new and existing individual and corporate (Trust ,LPF, Fund) clients
Handle CIES clients’ relevant issues
Handle counterparty account opening
Take accountability for client data integrity, overseeing the timely review, maintenance, and systematic update of records within the core platforms.
Answer clients ‘enquiries from Phone and email
Support and help to solve different sales team’s problems and enquiries
Solid knowledge of SFC regulations and AML guidelines
ad-hoc tasks and projects as assigned from time to time.
Requirements:
Bachelor’s degree in Finance, Business Administration, or related disciplines.
More than 5 years of experience working in a financial services or brokerage firm, strong and in-depth knowledge.
Type 1 and Type 2 SFC license holder is highly preferred;
Excellent command of written and spoken English, Mandarin and Cantonese;
Familiar with MS Office tools: Word, Excel and PowerPoint
Solid knowledge of SFC regulations and AML guidelines.
A team player with excellent attitude, willing to take on multiple functions;
Independent, self-motivated and good interpersonal skills.
Immediately available is highly preferred.
Full-time
Perform client on-boarding procedures, responsible for CDD, KYC, AML checks, and risk assessment for new and existing individual and corporate (Trust ,LPF, Fund) clients
Handle CIES clients’ relevant issues
Handle counterparty account opening
Take accountability for client data integrity, overseeing the timely review, maintenance, and systematic update of records within the core platforms.
Answer clients ‘enquiries from Phone and email
Support and help to solve different sales team’s problems and enquiries
Solid knowledge of SFC regulations and AML guidelines
ad-hoc tasks and projects as assigned from time to time.
Requirements:
Bachelor’s degree in Finance, Business Administration, or related disciplines.
More than 5 years of experience working in a financial services or brokerage firm, strong and in-depth knowledge.
Type 1 and Type 2 SFC license holder is highly preferred;
Excellent command of written and spoken English, Mandarin and Cantonese;
Familiar with MS Office tools: Word, Excel and PowerPoint
Solid knowledge of SFC regulations and AML guidelines.
A team player with excellent attitude, willing to take on multiple functions;
Independent, self-motivated and good interpersonal skills.
Immediately available is highly preferred.
Full-time
Important Information
Never provide your bank or credit card details when applying for jobs. Do not transfer any money or complete unrelated online surveys. If you see something suspicious, Report this Job ad.
Learn More