Private Client Services Specialist - Hong Kong

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

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.