Client Services & Dealing Specialist — Securities & Margin

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

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.