Client Services Associate – Financial Brokerage (Bilingual)

UOB Kay Hian; Hong Kong; On-site; HKD 201,000 - 290,000; Full time

Job summary

UOB Kay Hian (Hong Kong) Limited is seeking qualified individuals to join its client servicing team in Hong Kong. The role involves handling inquiries from clients and salespersons via email and phone, performing callbacks, and assisting with account opening documentation for local and offshore businesses.

We value customer-oriented individuals with strong English, Cantonese and Mandarin communication skills, MS Office proficiency, and teamwork.

Qualifications

• 1-2 years client servicing experience in financial industry; brokerage house experience is a plus
• Possession of SFC Type 1, 2 licenses is an advantage
• Customer-oriented with good communication skills is essential

Responsibilities

• Handle enquiries from clients and salespersons via email/phone in a professional manner
• Perform call back to clients
• Facilitate in account opening process on documentation for both local and offshore businesses
• Handle and resolve client complaints in accordance with company procedures
• Assist with ad hoc projects and perform other duties as assigned

Skills

Client servicing

Communication skills

Interpersonal skills

Team player

Tools

MS Office

Chinese word processing

Job description

UOB Kay Hian (Hong Kong) Limited is seeking qualified individuals to join its client servicing team in Hong Kong. The role involves handling inquiries from clients and salespersons via email and phone, performing callbacks, and assisting with account opening documentation for local and offshore businesses.

We value customer-oriented individuals with strong English, Cantonese and Mandarin communication skills, MS Office proficiency, and teamwork.