Branch Officer （Mongkok / Tsim Sha Tsui / Causeway Bay）

uSMART Securities Limited; Hong Kong; On-site; HKD 167,000 - 324,000; Full time

Benefits offered by this job

Annual leave

Sick leave

Marriage leave

Paternity leave

Medical insurance

Five-day week

Salary + commission

Job summary

uSMART Securities is recruiting for a Branch Sales/Customer Service role in Hong Kong. You will handle walk-in clients, assist in account openings, and promote our financial products with a focus on service quality and regulatory compliance.

The ideal candidate holds an Associate Degree or higher, strong communication and relationship skills, and at least 1 year in securities sales or client services. English and Chinese fluency are essential.

Qualifications

• 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 processing
• Good command of spoken and written English and Chinese (Putonghua & Cantonese)
• Candidate with more experience will be considered as Branch Manager

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

Skills

Client relationship management

Communication skills

English & Chinese proficiency

Education

Associate Degree / Higher Diploma

Tools

MS Word

MS Excel

Chinese word processing

Job description

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 processing

Good command of spoken and written English and Chinese (Putonghua & Cantonese)

Candidate with more experience will be considered as Branch Manager

Working locations:

Can be chosen from:

• Kai Tak
• Admiralty

Working Hours:

5 days per week (need to work on Saturday, Sunday or Public Holiday )

9 hours per day with 1 hour lunch break (from 9am to 9pm)

Company Benefits:

• 15to20daysannualleaveperyear
• Paidsickleave,marriageleave,paternityleave,etc
• Groupmedicalinsurance
• 5-dayworkweek
• MonthlySalary+ commission