全职 Client Service assistant manager 工作, 薪水, Forthright Financial Holdings Company Limited Hong Kong 公司招聘中 - Ricebowl

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