Client Service Officer recruitment

Responsibilities

• Accepting and placing orders upon PWM and /or client request 

• Responding to client inquiries on account documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information

• Research and initiate corrections to transaction and/or account errors

• Maintaining existing accounts through excellent client service, creating and maintaining client files, obtaining required documentation

• Initiating client contact via phone/meetings as needed to support PWMs

• Reviewing client portfolios for all updates

• Answering administrative and operational inquiries

Requirements:

• Degree holder with minimum 2 years of related working experience in investment/financial services industry (Private banking experience preferred)

• Strong product knowledge

• Passed Modules 1, 5, 6 and 8 of the "Capital Market and Financial Advisory Services examinations as regulated under the MAS Securities and Futures Act

• Client-focused

• Team Player, Matured and confident

• Strong communication interpersonal skills, with fluent English, Cantonese and Mandarin (is a must)

• Proficient in Microsoft Applications - Excel, Word PowerPoint

To apply please click on the 'Apply online' button below or enter HK77775/JSIU in the Keyword section of jobsearch.hk.hudson.com or contact Jennifer Siu on +852 2919 6245 for a confidential discussion.  Alternatively, email your resume to jennifer.siu@jobs.hudson.com quoting HK77775:APEFI /JSIU in the subject field.  Interested parties are required to supply their valid HK ID No. or Passport No. (for overseas applicants).

Your interest will be treated in strict confidence and only shortlisted candidates will be notified.

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