Securities Customer Services Officer (Ref: RO-SCSO)

Leadingnation; Hong Kong; On-site; HKD 300,000 - 420,000; Full time

Job summary

Leadingnation in Hong Kong provides securities-related services and seeks professionals to maintain and grow customer relationships. The role focuses on delivering efficient services to clients and supporting promotional campaigns for securities products.

Applicants should possess a degree and at least 3 years of RA1 experience, with strong English and Chinese communication skills, including Cantonese and Mandarin. MRCS compliance references apply.

Qualifications

• Degree holder with minimum 3 years’ experience in RA1.
• Excellent interpersonal and communication skills, customer oriented.
• Proficient in MS Office, including Word, Excel.
• Good command of written and spoken English and Chinese (including Cantonese and Mandarin).

Responsibilities

• Provide efficient and excellent securities related services to customers.
• Acquire and nurture new and existing customer relationships in line with target segments for optimizing new business opportunities.
• Support securities promotional campaigns and application of securities related products.
• Collaborate with branch staff on the securities business and report to Department Head.
• Manage operational risk and adhere to the compliance requirements of the relevant policies and guidelines.

Skills

MS Office

Interpersonal skills

Communication skills

English & Chinese

Education

Bachelor's degree

Tools

MS Office

Job description

• Degree holder with min. 3 yrs’ experience in RA1
• Proficient in in MS Office, including Word, Excel
• Collaborate with branch staff

Responsibilities:

Provide efficient and excellent securities related services to customers

Acquire and nurture new and existing customer relationships in line with target segments for optimizing new business opportunities

Support securities promotional campaigns and application of securities related products

Collaborate with branch staff on the securities business and report to Department Head

Manage operational risk and adhere to the compliance requirements of the relevant policies and guidelines

Requirements:

Degree holder with minimum 3 years’ experience in RA1

Excellent interpersonal and communication skills, customer oriented

Proficient in in MS Office, including Word, Excel

Good command of written and spoken English and Chinese (including Cantonese and Mandarin)

The employment is subject to Mandatory Reference Checking Scheme (MRCS) in accordance with the regulatory requirement. For details, please refer to The Hong Kong Association of Banks’ website: https://www.hkab.org.hk/en/page/5/mandatory-reference-checking-scheme-phase-2

Personal data collected will be used for recruitment purpose only and will be treated in accordance with the Bank’s Personal Information Collection Statement, a copy of which has been available in the Bank’s career website.