Account Manager / Branch Officer (TST / CWB)

uSmart Securities Limited; Hong Kong; On-site; HKD 200,880 - 312,480; Full time

Benefits offered by this job

年假15–20天

带薪病假/婚假/父母假等

集团医疗保险

5天工作制

月薪+佣金

Job summary

uSMART盈立證券在香港为投资者提供简单、专业、低成本的全球投资服务。公司具备多牌照资质，核心管理与金融科技团队来自全球知名科技巨头与金融机构，致力通过人工智能技术提升投资体验。

现诚聘分行销售/客户服务人员，负责接待来店咨询、开户协助、产品与服务介绍，并以出色的客户服务及关系管理推动业绩。需具备 Associate Degree/ Higher Diploma 或以上学历，良好的中英文沟通能力，及证券行业相关经验者优先。

Qualifications

• 具备良好沟通能力及客户关系管理技巧
• 能熟练使用 MS Word、Excel 和中文输入法
• 具备英语和普通话/粤语的良好表达能力
• 有证券行业销售/客户服务经验者优先
• 具备 HKSI 1/7/8 证书或持有 SFC Type 1牌照者优先但非必需

Responsibilities

• 处理分行来访客户咨询并协助开户手续
• 通过主动开拓和维系客户关系实现业务目标
• 向客户介绍并演示公司产品及服务
• 提供高质量客户服务，处理客户咨询与反馈
• 协助上级分派的临时任务

Job description

uSMART盈立證券是香港新一代互聯網券商，通過技術創新和人工智能科技為投資者提供簡單，專業和低成本的全球投資服務。 uSMART盈立證券是香港持牌券商（中央編號：BJA907），持有香港證監會授予的1、2、4、5、6、9號牌照，是香港證監會認可的全牌照優質券商，致力遵循香港金融法規保障投資者資產安全。

uSMART盈立證券的核心管理及金融科技團隊成員來自世界知名科技企業巨頭和知名金融機構，包括騰訊、阿里巴巴、微軟、雅虎、優步、法国巴黎银行、瑞士银行等。 uSMART盈立證券結合自身領先的人工智能和機器學習演算法为用户開發新一代移動證券交易APP (uSMART盈立智投)，進一步優化投資者買賣證券的體驗，為投資者爭取獲得更佳回報機會。

uSMART Securities is a new generation of Internet brokers in Hong Kong that provides investors with simple, professional and low-cost global investment services through technological innovation and artificial intelligence technology.

uSMART Securities (CE no. BJA907) is licensed under The Securities and Futures Ordinance (Chapter 571), and allowed to carry on Type 1, 2, 4, 5, 6 & 9 regulated activities. We are committed to complying with Financial Services Compliance to safeguard investor asset and to provide excellent service. uSMART Securities' core management and financial technology team members come from world-renowned technology giants and well-known financial institutions, including Tencent, Alibaba, Microsoft, Yahoo, Uber, BNP Paribas, Swiss Bank, etc. uSMART Securities combines its leading artificial intelligence and machine learning algorithms to develop a new generation of mobile securities trading APP (uSMART) for investors, further optimizing the users’ experience of securities trading and help seek for better returns.

Job Responsibilities

• Handle branch walk-in client enquiries and assist in register and account opening procedure
• Achieve business goals through proactive business solicitation and relationship building with customers
• Introduce and demonstrate products and services to customers
• Provide quality customer services and handle client's enquiries and feedback
• Assist in ad hoc tasks assigned by supervisor

Job Requirements

• Associate Degree / Higher Diploma or above
• Strong communication and client relationship management skills
• Passed HKSI paper 1,7,8, or Licensed with SFC Type 1 preferred, but not a must
• At least 1 year sales or customer services experience in securities firm
• Proficiency in MS Word, Excel and Chinese word processingGood command of spoken and written English and Chinese (Putonghua & Cantonese)
• Candidate with more experience will be considered as Branch Manager

Working Hours

• 5 days per week (need to work on Saturday, Sunday or Public Holiday)
• 9 hours per day with one hour lunch break (9am to 9pm)

Working locations: Can Be Chosen From

• Mongkok
• Tsim Sha Tsui
• Causeway Bay
• Admiralty
• Sheung Wan
• Central
• Tai Wai
• Tsuen Wan
• Sheung Shui

Company Benefits

• 15 to 20 days annual leave per year
• Paid sick leave, marriage leave, paternity leave, etc
• Group medical insurance
• 5-day work week
• Monthly Salary + commission