Customer Services Officer, Private Client Services (Ref: 02006-PCSCSO-JDB)

KGI Hong Kong Limited; Hong Kong; On-site; HKD 240,000 - 320,000; Full time

Job summary

KGI Asia Limited is recruiting a Customer Services Officer for Private Client Services in Hong Kong. The role involves servicing institutional sub-brokerage clients, processing IPOs, and handling client inquiries with a focus on accuracy and regulatory compliance.

Applicants should have a Bachelor’s degree in Business/Finance, strong English and Chinese language skills, and the ability to work under pressure in a team.

Qualifications

• Bachelor’s degree or above in Business/Finance or relevant disciplines.
• Mature, independent and self-motivated; able to work under pressure and as part of a team.
• Detail-oriented with good communication and problem-solving skills.
• Proficiency in English and Chinese, both written and spoken.

Responsibilities

• Provide quality and professional customer services to clients including placing orders for Institutional sub-brokerage clients, IPOs processing, etc.
• Handle enquiries from clients, auditors and regulators.
• Respond to clients’ enquiries on different types of products.
• Place orders for clients and sales via system.
• Monitor client statements and arrange statements to be resent.
• Handle enquiries and ad-hoc tasks as required.

Skills

English proficiency

Chinese proficiency

Attention to detail

Team player

Education

Bachelor's degree in Business/Finance

Tools

MS Word

Excel

Job description

Customer Services Officer, Private Client Services (Ref: 02006-PCSCSO-JDB)

KGI* has been a leading financial institution in Asia since 1997. Our scope of business encompasses Wealth Management, Global Markets, Asset Management and Global Sales & Prime Services. We are committed to offering a comprehensive range of financial products and services to corporate, institutional, and individual clients throughout Asia. Backed by KGI Financial Group, we have a robust footprint in Asia, covering Taiwan, Hong Kong, Singapore, Indonesia, and Thailand^.

Responsibilities

Provide quality and professional customer services to clients including placing orders for Institutional sub-brokerage clients, IPOs processing etc.

Handle enquiries from clients, auditors and regulators

Respond to clients’ enquiries on different types of products

Order placing for clients and sales via system

Monitor client statement, arranging client statement to be resent

Handle enquiries and ad-hoc tasks as required

Requirements

Bachelor’s degree or above in Business/Finance or relevant disciplines

Potential holder of SFC Type 1 (Dealing in Securities) and/or Type 2 (Dealing in Futures Contracts) licenses

Mature, independent and self-motivated, ability to work effectively under pressure and be a team player

Detail-oriented with good communication and problem-solving skills

Sensitive to numbers

Good knowledge of local stocks and futures is definitely an advantage

Proficiency in written and spoken English and Chinese

Proficiency in computer skills (MS word and excel)

We offer a competitive remuneration package and long-term career development to the right candidates.

Location: 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

*KGI refers to KGI Asia Limited and its affiliates

^an investee enterprise of KGI Securities, not a subsidiary

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What can I earn as a Customer Service Representative