Customer Service Officer (Institutional Business)

Futu Securities International (Hong Kong) Limited; Hong Kong; On-site; HKD 240,000 - 360,000; Full time

Job summary

Futu Securities International (Hong Kong) Limited is seeking a Customer Service Officer (Institutional Business) to support institutional onboarding and ongoing client services. You will check documents, respond to client inquiries and coordinate with external counterparties to ensure smooth account openings.

The role requires KYC/AML familiarity and a strong client-service mindset, with Mandarin and English fluency.

Qualifications

• 1+ years in institutional relationship management, onboarding or client services.
• Experience with KYC/AML procedures is strongly preferred.
• Familiar with SFC KYC and AML requirements.

Responsibilities

• Perform institutional account opening and document checking per guidelines.
• Handle institutional clients’ enquiries and liaise with external parties.
• Communicate with clients by email/phone to facilitate corporate openings.
• Assist in establishing service procedures, policies and standards.
• Handle customer enquiries and complaints professionally.
• Design and implement procedures compliant with regulations and guidelines.
• Take on ad-hoc tasks as required.

Skills

Client service mindset

Interpersonal communication

Bilingual English/Mandarin

Job description

Customer Service Officer (Institutional Business)

Perform institutional account opening and document checking according to the internal guidelines and ensure full compliance under rules and regulations

Handle and follow up Institutional clients’ enquiries, liaise with external parties and internal staff based on feedbacks gathered from clients

Liaise with clients via email or phone to facilitate and complete the corporate account opening process.

Knowledge on KYC, AML, CRS and FATCA procedures

Assist the Team Head to establish and enforce service procedures, policies and standards

Handle customer enquiries and complaints in a professional manner

Design and implement operational procedures complied with internal guidelines and relevant regulatory requirements

Handle Ad-hoc tasks as required

Requirements

1+ years working experience in related field such as Institutional relationship management, onboarding, client services etc

Experience in KYC/AML areas within Finance industry is strongly preferred

Familiar with SFC regulation on KYC and AML requirements

Excellent in client service mindset and interpersonal communication skill

SFC type 1 license holder / pass of relevant papers is a must

Fluent in Mandarin and English is a must