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方德金融控股有限公司

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RKWM

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Client Services Officer

UCAP Securities (HK) Limited·Financial Services
HK$ *****
Bachelor
1 to 3 yrs exp
HK work permit required
5 days per week, Fixed

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Work benefits
Birthday leave
Compassionate leave
Examination leave
Marriage leave
Bank holidays
Special / extra leave
Dental plan
Extra Medical Insurance

Job Description

Key Responsibilities:

  • Establish and maintain good business relationships with our clients and assist with their inquiries in a professional manner;

  • Execute a range of banking and investment transactions (e.g., structured products, equities, fixed income, FX, OTC derivative products, mutual funds, alternative investments, deposits and loans) for clients;

  • Act as escalation contact for the client, several local and foreign banks, investment companies, brokers, as well as internal departments;

  • Provide administrative support to CROs on client meetings and business trip arrangements and expense reimbursement;

  • Perform ad hoc assignments/duties as assigned.

Requirements:

  • Degree or above in Finance, Economics or other related disciplines;

  • At least 3-5 years of relevant client service experience in private banking;

  • Excellent communication and client service skills;

  • Good technical skills in using MS Office;

  • Fluency in both written and spoken English and Chinese, including Mandarin.

What We Offer:

A Five-day work, Birthday Leave, Well-being Leave

Attractive remuneration package

Group medical Insurance including hospitalization, outpatient, dental & life insurance

Excellent career development and advancement opportunities

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Languages
Cantonese
English
Mandarin
Skills
Investment Advisory
Business Finance
Investment

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Sara Siu
UCAP Securities (HK) Limited · HR Director

Job Location

上環-Sheung Wan, Central and Western

上環

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