Client Relationship Officer
Laichikok, Kowloon

Client Relationship Officer

Company : Corporation / Salary : $Negotiable

Key Responsibilities

  • Execute clients’ trade instructions in a professional manner
  • Provide quality and professional service to customers.
  • Assist in promoting the securities and futures trading business
  • Provide comprehensive and professional services to house clients to fulfill their investment needs
  • Maintain and develop a good relationship with house clients
  • Handle account opening and KYC procedures with new clients
  • Handle client enquiries relating to stock trading and corporate actions
  • Requirements

  • Diploma / Degree holder in Business Administration / Finance or related discipline(s) preferred.
  • Minimum 3 years’ experience in securities industry.
  • Attained all necessary regulatory criteria for holding SFC RA 1 & 2 license.
  • Good industry and market sense.
  • Strong interpersonal and communication
  • Solid PC proficiency.
  • Good command of written and spoken English and Chinese (including Putonghua).
  • Dynamic, willing to take up challenges, self-motivated and possess proactive mindset
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