Client Service & Dealing Officer

Bosco Securities Limited; Hong Kong; On-site; HKD 260,000 - 420,000; Full time

Benefits offered by this job

Discretionary bonus

On-the-job training

Job summary

Bosco Securities Limited is seeking a client service professional to support daily enquiries, account opening and maintenance in Hong Kong. The role involves handling KYC/CDD reviews and addressing client inquiries to ensure smooth operations.

Additional duties include executing client orders in HK and US markets, managing margin-related items, and supporting dealing activities. Fresh graduates are welcome; discretionary bonus and on-the-job training provided.

Qualifications

• Experience in client service, dealing or securities brokerage preferred.
• Strong communication and interpersonal skills.
• Good command of English and Chinese; Mandarin is an advantage.

Responsibilities

• Handle daily client enquiries, account opening, account maintenance and related follow-up.
• Conduct KYC/CDD reviews for individual and corporate accounts.
• Handle client complaints and service-related matters.
• Execute client orders in HK and US securities markets when required.
• Handle trade enquiries and support daily dealing activities.
• Monitor client positions and margin requirements, and assist with margin calls when necessary.
• Coordinate with internal departments to ensure smooth client service and operations.
• Participate in system enhancement projects and UAT.
• Perform other ad-hoc duties as assigned.

Skills

Client service

Dealing

Securities brokerage

KYC

Mandarin (advantage)

Education

Degree holder

Job description

Handle daily client enquiries, account opening, account maintenance and related follow-up

Conduct KYC/CDD reviews for individual and corporate accounts

Handle client complaints and service-related matters

Execute client orders in HK and US securities markets when required

Handle trade enquiries and support daily dealing activities

Monitor client positions and margin requirements, and assist with margin calls when necessary

Coordinate with internal departments to ensure smooth client service and operations

Participate in system enhancement projects and UAT

Perform other ad-hoc duties as assigned

Requirements:

Degree holder preferred; relevant experience in client service, dealing or securities brokerage is preferred

Candidates with more experience may be considered for a senior position; fresh graduates will also be considered

Holder of SFC Type 1 licence or relevant HKSI examination qualifications is an advantage

Experience in securities dealing, margin financing or other investment products is an advantage

Client-oriented, detail-minded with good communication and interpersonal skills

Good command of English and Chinese; Mandarin is an advantage

Willing to work outside normal office hours when operationally required

Discretionary bonus

On-the-job training and career development opportunities