Customer Services Officer

SDIC Securities International Financial Holdings Limited; Hong Kong; On-site; HKD 180,000 - 300,000; Full time

Job summary

SDIC Securities International Financial Holdings Limited is seeking a diligent banking professional in Hong Kong to support the sales team and maintain customer relationships. The role covers account opening, KYC/AML, and ongoing due diligence, with strong emphasis on timely front-office support and accurate reporting.

The ideal candidate holds a Finance-related bachelor’s degree, SFC Type 1 & 2 licenses, and excellent English and Chinese communication skills.

Qualifications

• Bachelor’s degree in Finance, Business-related field.
• Minimum 1 years relevant experience in banking or financial institutions is preferable
• SFC (Type 1 & 2) Licensed holder
• Good analytical skills, report writings, and communication skills
• Strong self-motivation, multitasking abilities, ability to work under pressure
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc) and Chinese word processing
• Self-motivated, able to work independently and customer oriented
• Fluent in both written and spoken English and Chinese (Cantonese & Mandarin)

Responsibilities

• Provide support to sales team, assist in cultivating long-term relationship with customer
• Handle individual and corporate account opening in accordance with SFC regulatory requirements and internal guidelines
• Perform KYC and AML checking, conduct on-going CDD review and name screening
• Handle and follow up internal / external enquires and provide support to front office and business units in a timely and professional manner
• Handle client inquiries via email and CS hotline
• Assist in conducting margin call, credit review for assessing and monitoring customers’ credit worthiness
• Compile regular reports for management review
• Assist in writing official documents or reports
• Participate in ad hoc assignments / projects as required

Skills

Analytical skills

Report writing

Communication skills

Multitasking

Work under pressure

Customer service

Microsoft Office

Chinese word processing

English & Chinese

Education

Bachelor’s degree in Finance

Job description

Provide support to sales team, assist in cultivating long-term relationship with customer

Handle individual and corporate account opening in accordance with SFC regulatory requirements and internal guidelines

Perform KYC and AML checking, conduct on-going CDD review and name screening

Handle and follow up internal / external enquires and provide support to front office and business units in a timely and professional manner

Handle client inquiries via email and CS hotline

Assist in conducting margin call, credit review for assessing and monitoring customers’ credit worthiness

Compile regular reports for management review

Assist in writing official documents or reports

Participate in ad hoc assignments / projects as required

Requirements

Bachelor’s degree in Finance, Business-related field.

Minimum 1 years relevant experience in banking or financial institutions is preferable

SFC (Type 1 & 2) Licensed holder

Good analytical skills, report writings, and communication skills

Strong self-motivation, multitasking abilities, ability to work under pressure

Proficiency in Microsoft Office (Excel, Word, PowerPoint, etc) and Chinese word processing

Self-motivated, able to work independently and customer oriented

Fluent in both written and spoken English and Chinese (Cantonese & Mandarin)